Kimberly Velasco CFP®
What inspired you to choose wealth management as a career?
I wanted to have a career in wealth management because I am passionate about helping others. Finance is such an important part of our everyday lives, but it can also be a very overwhelming and confusing topic for many. I enjoy working with clients to help them make sense of their financial picture.
What skills or characteristics make you uniquely qualified for this work?
I believe the best skills I bring in working with clients are my empathy and ability to build rapport with just about anyone. I am able to get a deep understanding of what is important to a client and address their concerns with care and compassion.
What is the one thing you wish every person knew when making financial decisions?
I wished that everyone knew that a good financial plan is only as good as the foundation we build from. Our mission is to help clients create definite goals so we can create tangible actions items for them. We can’t control what the market is going to do, but our clients can control what they want to do and our job is to help them get there.
What does “Helping people enjoy a full life” mean to you?
To me it means giving clients peace of mind in knowing that they are on the right path for financial success. For some this can mean being able to splurge a bit more and for others it may also mean educating them on different strategies they need to implement in order to have the best chance of reaching their goals.
What do you enjoy most about being a part of the BDF team?
I love that BDF provides an unparalleled client experience where clients feel valued and taken care of. What really excited me about working at BDF is its holistic and in-depth planning where clients know that we are looking at every aspect of their financial picture, not just investments.
Kim joined BDF in August 2018. Prior to coming to BDF, Kim spent over 4 years in wealth management at Wipfli Financial Advisors. Kim graduated from the University of Wisconsin-Madison where she earned a bachelor’s degree in Personal Finance. She is a CERTIFIED FINANCIAL PLANNER™ professional. Outside of BDF, Kim enjoy spending time with her family, traveling, and cooking.