Kimmy Martin

Senior Manager - Client Service & Operations at AlphaCore Wealth Advisory

Kimmy Martin serves as a Client Service & Operations Manager at AlphaCore Wealth Advisory. Kimmy brings over a 5 years of client service and operational excellence in the financial services industry, while delivering high-level assistance to advisors and clients through her diligent service and management of daily operations. Prior to AlphaCore, Kimmy served as a Client Service and Support Associate at Artivest Holdings, Inc.

Location

San Diego, United States

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AlphaCore Wealth Advisory

At AlphaCore, they employ an innovative asset allocation philosophy. While traditional allocations to stocks, bonds, and real estate serve an important purpose, AlphaCore believes alternative investments should also be incorporated in order to properly diversify a portfolio.


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Employees

11-50

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