Kimberly Cooper is a CERTIFIED FINANCIAL PLANNER(TM) professional of LPL Financial and in 2020 she formed PRICA LLC. PRICA stands for Planning Retirement Income Common sense Approach.
As a Certified Financial planner that complies with the fiduciary requirements. I have been serving my clients since 2013 and formed Prica LLC in 2020. I serve my clients best by taking the time to fully understand you and how best to serve your financial needs and goals. Life and the financial world can be complex, and by taking the time to evaluate your particular circumstances, we can better find ways to serve, educate, and advise you towards a better future. My goal is to create a partnership, a two-way communications street, between us so that you are never in the dark or confused-there is no such thing as a silly question!
As for who I am, I am a proud mother of two grown children who have both graduated college, and I myself am a graduate with high honors from Whitworth University with a Bachelor’s Degree in Organizational Management. I first became a financial advisor in 2013, and I am a Certified Financial Planner with Series 7 and Series 66 securities registrations, held with LPL Financial. I also have multiple appointments for Medicare Supplemental Insurance and Medicare Advantage plans.