BOARDWALK WEALTH SOLUTIONS - Key Persons
Kim plays a pivotal role in enhancing your overall experience at Boardwalk Wealth Solutions.
She is dedicated to orchestrating and optimizing the various facets of operations to better serve you. She also serves to guide you through a seamless onboarding process and ongoing communication to keep you well-informed along the way.
She is your primary point of contact on a daily basis for all of your immediate needs.
Kim graduated from the University of South Florida with a B.S. in Elementary Education. She worked diligently as a school teacher for 14 years to prepare hundreds of students for future success. During that time, she had the opportunity to develop life-long skills that catered to various communication styles and the different needs of each individual in order to help them reach their fullest potential.
In her spare time, she enjoys an active lifestyle with competitive running, swimming and dancing. She is also very much a "foodie" and enjoys seeking out new restaurants in the Tampa area. Her favorite pastime is to spend quality time with friends and family.
Job Titles:
- CERTIFIED FINANCIAL PLANNER
- Founder, Senior Wealth Advisor
Ralph's ultimate goal is for his clients to someday look back on their life with no regrets, knowing that they've accomplished exactly what they wanted to with the time and money they had.Ralph graduated from Wake Forest...
Ralph is a CERTIFIED FINANCIAL PLANNER™ practitioner that has been actively serving his clients for over a decade and a half. For Ralph, it's about much more than just the money; it's about helping his clients work towards the life they've always wanted. It's about teaching his clients that money is simply a tool they can use to reach their unique goals.