about Kimber DeLoia

Kimber DeLoia is dedicated to helping her clients make smart financial and investment descisions as they transition through differents life stages. A five time marathon finisher, she applies an athlete's discipline and determination to her clients' long-term strategies. She believes in a commonsense, personal approach to wealth management that is bolstered by exceptional service. She offers investment strategies tailored to your individual circumstance.
Kimber has worked in the financial services industry since 1998 where she spent the majority of her career at RBC Wealth Management before joining Wachovia Securities. She lives in downtown Denver and spends much of her free time in Vail. She is also a member of the Denver Athletic Club. Kimber holds a bachelor's degree in business communication from the University of St. Thomas in St. Paul, Minnesota where her family still resides.

who i'd like to meet

I would like to meet individuals who would like guidance on investing and saving for retirement or future goals. I specialize in helping individuals put together portfolios that maximize growth and minimize risk. I would also like to meet individuals that are looking for a second opinion on their investments or a review of their employer's 401k investments.
I would like to meet business owners that are looking for retirement savings vehicles that help them save on taxes and retain important employees through 401k plans, SEPs, or SIMPLE IRAs.