Kimberley Mondoñedo, EdD, CFP®, WMS

Kim is a proud native Mainer who graduated from the University of Southern Maine with a bachelor’s degree in business. She was in the National Guard and ROTC before serving for over 20 years on active duty in the Army. Her husband, Jude, and son, Max, lived all around the world. After her military stint, she was led back to the family business to join her brother, Peter, and mom, Nina, as the family’s third generation in the financial industry.

As a CFP^® professional with clients in 20 states, her passion is assisting fabulous professional women in the health and wellness industry and their partners feel confident in making financial decisions. She has her master’s degree in leadership and counseling and doctorate of education in transformational leadership through the University of New England. Check out her dissertation on women avoiding economic vulnerability, while maintaining quality of life and female financial literacy here.

When outside the office, she will most likely be spending time with family and friends, skiing, traveling, and gardening. Kim has a thirst for continuing education, doing a better job environmentally, and women focused organizations. She thanks God and feels very blessed for the opportunities in her life.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP^®, Certified Financial Planner™, CFP^® (with plaque design) and CFP^® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.