Director of Client Relations
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PHONE949-345-8189 OFFICE562-716-7318 MOBILE949-997-1868 BUSINESS TEXTING949-345-8180 FAX
ADDRESS:18881 Von Karman Ave, Suite 410Irvine, CA 92612
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:California State University - Northridge
LICENSE(S):Series 7, Series 63 License(s) and is a Notary
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
SENIOR MARKETING CONSULTANT
Open:M-F 6:30am - 4:00pm PST
At StrateFi, we believe the advisor-client relationship only thrives when it’s a good fit for both sides.
18881 Von Karman Ave, Suite 410
Irvine, CA 92612
3650 Mayberry Dr.#101-7
Reno, NV 89509
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