Kim Burdeaux–Neal

Kim Burdeaux–Neal

Kim Burdeaux–Neal

Director of Client Relations


PHONE
949-345-8189 OFFICE
562-716-7318 MOBILE
949-345-8180 FAX

EMAIL
kburdeaux@stratefiwealth.com

ADDRESS:
18881 Von Karman Ave, Suite 410
Irvine, CA 92612

SOCIAL:
LinkedIn


For more than 20 years, Kim Burdeaux – Neal has been in the financial services industry. She loves her career and is honored to help clients on a daily basis, working towards their financial goals to become financially healthy and confident in the way their wealth is managed. Her role at StrateFi is expansive, focusing on creating personalized service for all clients.

Kim is a graduate of California State University, Northridge with a Degree in Psychology. She earned her Series 7, Series 63 License(s) and is a Notary. Prior to working with StrateFi,  her experience includes Wells Fargo, Bear Stearns, and JP Morgan as a Client Associate.

When she’s not working, Kim enjoys road trips with her husband and a shared favorite destination is Niagara Falls. She also is an active member of their community, volunteering at the Women’s Detention Center and is a Counselor at the Juvenile Hall in Los Angeles. Additionally, she supports American Heart Association.

Education & Qualifications

EDUCATION:
California State University - Northridge

 

LICENSE(S):
Series 7, Series 63 License(s) and is a Notary

Registered to do business in

AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, IA, IL, IN, KY, MD, MI, MO, MT, NC, NH, NJ, NM, NY, OH, PA, SC, TN, TX, VA, WA, WI, WV

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Hannah Smith

SENIOR MARKETING CONSULTANT

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