Kimberly Crowley , CFP®

Kimberly is a Partner at Cerity Partners and a CERTIFIED FINANCIAL PLANNER® with nearly 30 years of experience in wealth management. Her work centers on helping clients navigate the full spectrum of financial planning, including estate and wealth transfer strategies, retirement and income planning, tax-efficient planning, investment management, and insurance and risk management. She takes a holistic approach to each client relationship, ensuring that every aspect of a client’s financial life is thoughtfully addressed.

Kimberly brings a rare breadth of professional experience to her planning work, having built her career across client service, research, operations, and compliance. This cross-disciplinary background allows her to view each client’s financial picture comprehensively and to anticipate the complexities that often arise in wealth management and estate planning.

Prior to joining Cerity Partners, Kimberly served as both Chief Operating Officer and Chief Compliance Officer at Permit Capital Advisors, LLC. In those roles, she worked closely with client service, operations, and portfolio management teams to deliver high-quality service and develop process improvements, while also overseeing the firm’s full regulatory compliance program and legal matters.

Earlier in her career, Kimberly held a number of diverse roles across investment advisory firms, including working directly with clients, serving in Director of Operations capacities, and beginning her career as an analyst at a fund of funds business.

Learn more about my practice.