Kimberly Thomas, MBA, CFP®, CRPC®, CRPS®

Kimberly Thomas is an investment advisor representative with Freedom Planning and Wealth Advisors. She began her career in the financial services industry with Lincoln Financial Advisors (LFA) in 2003. LFA rebranded to Osaic FA in 2024. Then Osaic FA folded into its affiliate B/D Osaic Wealth in January 2025.

Currently, Kimberly has built an extremely loyal client base with assets totaling approximately $339 million as of January 2026. She specializes in the areas of investment planning, tax planning strategies and estate planning strategies. Focused on helping to solve the complex problems of her clients, she works with a team of professionals to assist her clients in the areas of retirement planning as well as complex estate planning needs.

“I'm passionate about what I do and enjoy working with clients to not only help them attain their financial goals, but to work with them to purse their desired financial independence.”

Kimberly received her Bachelor of Science in Business in 1995 and her Master of Business of Administration with a concentration in Finance in 2003, both from the University of La Verne. She has continued her career-related education and has earned the CERTIFIED FINANCIAL PLANNER Practitioner™, Chartered Retirement Planning Counselor^SM (CRPC^®) and Chartered Retirement Plans Specialist^SM (CRPS^®) designations.

In her free time, Kimberly enjoys spending time with her family and friends. She also enjoys many other activities including golfing, boating and exercising.