Kimberlee Mercaldo

Services Offered

• Holistic financial planning
• Investment strategies
• Insurance strategies

About

Kimberlee Mercaldo is a financial consultant based in Oro Valley, Arizona, affiliated with Oppenheimer. She specializes in holistic financial planning and investment strategies tailored to each client's unique goals and risk tolerance. Kimberlee employs a thorough discovery process to understand her clients' specific situations and time horizons. Her practice primarily focuses on serving high net worth individuals, families, corporate executives, and businesses, helping them grow and protect their assets.

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