Kerri Goldsmith, CFP®, CRPS®, AIF® Senior Financial Advisor

Kerri Goldsmith is a senior financial advisor in the HBKS® Wealth Advisors office in Fort Myers, Florida and has been with the firm since 2009. She specializes in helping her clients fulfill their dreams through personalized financial planning, investing, and risk management services. Her assistance helps her clients plan for their own future, their children’s or grandchildren’s education, or passing their wealth onto future generations or charitable causes.

Kerri also works with businesses to provide qualified retirement plans and financial education for their employees. She takes great pride in providing individualized, hands-on client solutions with strategic vision and problem-solving creativity that offer unique perspectives on financial planning.

With a strong belief in professional development and community involvement, Kerri is active in numerous organizations. She is a member of the Financial Planning Association of Southwest Florida and the Estate Planning Council of Lee County. She is a past president of the Rotary Club of Fort Myers South, where she continues to serve in leadership roles. She volunteers with United Way Allocations Team, is a graduate of Leadership Lee County, and is active in the Greater Fort Myers Chamber of Commerce.

Kerri earned her Bachelor of Science degree in Marketing from the University of South Florida, as well as an Associate of Science degree in Business Administration from Lake Region State College. She is a CERTIFIED FINANCIAL PLANNER™ professional and holds the Chartered Retirement Plans Specialist℠ and Accredited Investment Fiduciary designations.

Stay Connected

Receive the latest financial and investments insights.

 
 
 

Connect with our
professionals

Find a Professional

Insurance products offered through HBK Sorce Insurance LLC. Investment Advisory Services offered through HBK Sorce Advisory LLC, d.b.a. HBKS Wealth Advisors. Securities offered through Purshe Kaplan Sterling Investments, Member FINRA/SIPC, headquartered at 80 State Street, Albany, NY 12207.  Purshe Kaplan Sterling Investments and HBKS® Wealth Advisors are not affiliated companies. Not FDIC Insured – Not Bank Guaranteed – May Lose Value, Including Loss of Principal – Not Insured By Any State or Federal Agency.

© 2011-2020 HBKS Wealth Advisors. All rights reserved.

Broker Check badge