For nearly a decade, Kimber has been an outstanding financial partner, providing professional guidance and unwavering support in managing my portfolio and investments. Her deep understanding of the market, combined with a keen awareness of my personal financial goals, has allowed me to navigate complex decisions with confidence. Beyond portfolio management, Kimber has been an invaluable resource in guiding me through my 401K and other investment opportunities. She approaches every question—no matter how big or small—with patience, clarity, and a genuine willingness to help. Her commitment extends beyond just me; she has also gone above and beyond to support my mother's financial well-being. Kimber's professionalism, integrity, and dedication make her not only a valued advisor but also a true friend. I trust her wholeheartedly and am grateful for the expertise and care she brings to every aspect of financial planning. I highly recommend Kimber to anyone looking for a knowledgeable, compassionate, and results-driven financial professional

Christine M.

V.P. Clinical Research at Cochlear Americas

This statement is a testimonial by a client of the financial professional as of  04/22/2025. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial. These views may not be representative of the views of other clients and are not indicative of future performance or success.

 

 

My wife, Michelle, and I, have been more than satisfied clients of Kimber (Kim) Deloia since 2014. Over the years, Kim has provided us with sound, ongoing investment management paying close attention to our risk tolerance and making changes as necessary, so we are comfortable with our portfolios. Kim keeps us updated on our portfolios on a semiannual basis. Whenever we have investment meeting she always travels to our location, adding that personal touch allowing us to feel more confident in her work. This is not to say that we have only two contacts with her during the year. To the contrary, whenever we have questions regarding our investments, she is always responsive to our inquiries and requests making excellent strategic options for us to consider. Most of our meeting revolve around our financial plan and cash flow needs focusing on income and expenses. Kimber has run a detailed analysis forecasting our retirement and income plan. Besides working with us, Kimber has worked with our adult children in setting up a retirement plan. I would highly recommend her to anyone seeking financial counseling.

Franco B.

LA County District Attorney

This statement is a testimonial by a client of the financial professional as of 04/22/2025. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial. These views may not be representative of the views of other clients and are not indicative of future performance or success.

 

 

“We have been working closely with Kimber DeLoia from LPL Financial as our financial advisor for over 12 years and would very much like to say a few words about the financial services she has offered. We are very pleased with the comprehensive investment management advice Kimber has provided to us over the years, while paying close attention to our risk tolerance. Kimber continually follows up with us whenever needed and schedules regular meetings as necessary to support our ongoing life changes, while making sure we are comfortable with our portfolios. We talk about our various pensions, social security, tax planning, investment income and when to draw from different buckets. Kimber has provided both of us with a very thorough financial planning/wealth vision analysis since we are close to retiring that we have worked together on a regular basis. Kimber updates and reviews the wealth vision analysis with us regularly to ensure our goals are being met and we are comfortable with all of our investments. The wealth vision plan is very thorough and revolves around our specific financial goals, as Kimber runs a very comprehensive analysis forecasting our retirement and income plan and makes sure we understand each area of the plan. Kimber has flown across the country to meet with us on several occasions and is very trustworthy and detail-oriented and we are always confident she will follow up with us in a timely manner. We would not hesitate to recommend Kimber DeLoia to any client seeking financial assistance.” Best, Andrew and Phyllis Heinrich

Andrew H.

Retired Media Consultant at JP Morgan

This statement is a testimonial by a client of the financial professional as of 04/17/2025. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial. These views may not be representative of the views of other clients and are not indicative of future performance or success.

 

“Kimber has been my financial advisor for over 15 years, and I can confidently say she is truly exceptional. Her dedication to providing highly personal service and taking her role seriously has given me tremendous confidence over the years. Kimber has been a steady and knowledgeable guide through retirement planning and several major life changes, always offering sound advice tailored to my unique situation. She's always willing to meet, answer my questions, and explain anything I don't understand—never rushing and always making sure I feel informed and supported. I wouldn't trust my money with anyone else!”

Michelle K.

This statement is a testimonial by a client of the financial professional as of 04/18/2025. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial. These views may not be representative of the views of other clients and are not indicative of future performance or success.