Kimberly Terry, CFP®, AIF

CONNECT

Address:

2323 Broadway
Oakland, CA 94612

Phone:

510-788-4071

Leaving Your Employer? Don’t Forget Your Retirement Savings Plan

When leaving your employer you’ll need to decide what to do with the money in your retirement savings plan.

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck