Kimberly Martin
Financial Advisor
Sorrento Pacific Financial, LLC
at Thumb Bank and Trust
Email: kim.martin@mybd.com
Phone: 989-894-7100
Check the background of this investment professional on FINRA BrokerCheck
Kimberly Martin is a registered Financial Advisor through Sorrento Pacific Financial, LLC., at Thumb Bank and Trust. Kimberly has been in the financial services industry since 2001. She received her BA in accounting from Northwood University in 2001 and her MBA from the DeVos Graduate School of Management in 2010. Kim enjoys building financial plans that help her clients navigate all of the life stages. She considers client education an important part of this process.
Kim and her Husband are lifelong residents of the Bay Area and are happy to be raising their family here.
Licenses:
Kimberly Martin is a Series 7, General Securities Registered Representative, Series 24, General Securities Principle and Series 65 Investment Advisor Representative as well as a Resident Producer having her Life, Accident and Health and Property and Casualty Licenses. Kimberly is licensed in the state of Michigan.
Services:
Financial, retirement and estate planning strategies
Complete range of advisory and brokerage services
Annuities, life and long-term care insurance
Contact Me
*Non-deposit investment products and services are offered through Sorrento Pacific Financial, LLC (“SPF”), a registered broker-dealer (Member FINRA / SIPC) and SEC Registered Investment Advisor. Products offered through SPF: are not NCUA/NCUSIF or otherwise federally insured, are not guarantees or obligations of the bank, and may involve investment risk including possible loss of principal. Investment Representatives are registered through SPF. The Bank has contracted with SPF to make non-deposit investment products and services available to credit union members.
Financial Consultants are registered to conduct securities business and licensed to conduct insurance business in limited states. Response to, or contact with, residents of other states will be made only upon compliance with applicable licensing and registration requirements. The information in this website is for U.S. residents only and does not constitute an offer to sell, or a solicitation of an offer to purchase brokerage services to persons outside of the United States.
SPF representatives do not provide tax or legal guidance. For such guidance please consult with a qualified professional. Information shown is for general illustration purposes and does not predict or depict the performance of any investment or strategy. Past performance does not guarantee future results.