Kim R. Sheets, CFP, ChFC - UBS Financial Services Inc.

Services Offered

• financial planning
• investment management
• retirement planning

About

Kim R. Sheets is a Certified Financial Planner (CFP®) and Chartered Financial Consultant (ChFC®) based in Corpus Christi, Texas. She provides financial planning and investment management services to individuals and families in the local area. Kim specializes in retirement planning, wealth accumulation strategies, and personalized investment guidance. Her practice focuses on helping clients achieve their financial goals through tailored solutions and ongoing support.

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