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Kimberly “Kim” Wyatt, CFP®

Kimberly “Kim” Wyatt, CFP®

Financial Consultant/Retirement Planning Specialist

Kim is a native of Atlanta, GA, with working class parents who each owned their own businesses, and a mother who handled the family’s finances. Her mom taught her, and her two sisters, that financial independence is paramount to live life on your own terms. She realized from a young age the sense of peace, security, and dignity that successful financial planning, budgeting, saving, and investing can provide.

This inspired her to eventually enter the financial services industry and help people just like her parents feel confident in their financial situations and give security to their families. In addition, she became interested in Finance as a District Sales Assistant where her desire to work closely with clients and experiences encouraged her to focus on educating individuals, primarily women, on money management. Through her strong active listening and analytical skills, she customizes services to suit the needs of her clients.

“Financial fitness is not a pipe dream or a state of mind it’s a reality if you are willing to pursue it and embrace it.” - Will Robinson

Kim believes your money mindset is a set of unique beliefs and attitudes about money. It drives the decisions you make about saving, spending, and handling money to manage lifestyle choices. She is committed to excellence and dedicated to helping individuals and businesses define, implement, and achieve their financial goals.

Early in her career, Mrs. Wyatt saw firsthand how she could help people by guiding them toward security and success in their finances. For the past three decades, she has committed her career to deliver great value to clients, helping them plan for their short and long-term goals. This purpose has transformed into her life’s passion and today, Kim remains committed to educating, engaging, and inspiring as many people as possible to take control over their finances.

“Never spend your money before you have it.” - Thomas Jefferson

Over the years, Kim has received several awards and recognition including Rookie of the Year, National Leader Corps (NLC), Centurion, and Hallmark I. She is a Million Dollar Round Table member, entered Equitable’s Hall of Fame in 2015, and is an affiliate of the Sterling Group, an elite group of Financial Advisors. These all pay tribute to her as a top financial Advisor, with superior achievements in serving client needs and managing a successful practice.

Kim’s education and experience are the cornerstones to her practical approach to offering financial planning services and products to clientele. She earned a B.A. in Marketing from Auburn University, CERTIFIED FINANCIAL PLANNER® designation from the Certified Financial Planner Board of Standards Inc., and Retirement Planning Specialist title from The Wharton School-University of Pennsylvania. In addition, she currently holds the FINRA series 6,7,63 & 65 securities licenses, as well as GA life and health insurance licenses.

Kim and her spouse, Mark, reside in Sandy Springs, GA. Outside the office, she enjoys spending time at her lake house relaxing with friends and family, including her two daughters, Whitney and Hayden -- and their husbands.

By working together, Kim formulates a strategy to understand how your money mindset is formed, influenced, and directed toward your financial security. Collaboratively, you build a plan, based on your financial and lifestyle objectives. Choose to work with Kim because of her expertise and specialization. To learn more about how she can serve you, call (678) 569-7780 or email to kimberly.wyatt@equitable.com.

CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP (with flame logo)® are certification marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP Board’s initial and ongoing certification requirements.

The Retirement Planning Specialist title is awarded by Equitable Advisors, based upon the Financial Professional’s (FP) receipt of a Certificate in Retirement Planning from the Wharton School, University of Pennsylvania. In a collaboration between the Wharton School and Equitable Advisors’ affiliate, Equitable Life Insurance Company (NY, NY), coursework for the certificate was developed exclusively for Equitable Advisors FPs, and the title may be used only by FPs who have completed the required coursework and maintain the title through ongoing continuing education requirements. To verify that an FP has earned and holds the title in good standing, contact Equitable. CA Insurance License #4221626