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Temecula, CA 92589
Phone:
  • 951-926-1002 or 907-347-3860
Fax:
  • 866-373-8738

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Please feel free to contact us with any questions.

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Calculators

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Kimberly Surber, CFP® CDFA®

Thank you for visiting my Website!  Encore Financial Consulting focuses on inspiring, educating and empowering women and their families to lead strong financial lives.  I do that by helping you to create and define your life vision.  Your vision is made up of all the things you do that truly make you happy, and what you are passionate about doing!  It is your place of ultimate joy!  Your life vision is your inspiration that guides your financial planning.  Once you have your inspiration, the rest is easy! 

My commitment to working with women has recently been acknowledged by being the recipient of the Women's Choice Award for Financial Advisors.  The Women's Choice Award® Financial Advisor Program is the only recognition program that acknowledges well-qualified advisors who are committed to the women's market and effectively serve women clients.

There is a wealth of information about important financial topics here on the website.  Please feel free to browse the Learning Center for general material.  And as always, please do not hesitate to reach out to me for personal advice pertaining to your specific circumstances.  I am here to assist and help you make confident financial decisions so you can navigate life successfully!

Further, I am now a Certified Divorce Financial Analyst and specialize in helping with divorce financial planning. For specific divorce financial planning information, Click Here. 

Check back often as we frequently update our information with updated articles and newsletters or events we are hosting.

Do you know how much risk is in your portfolio? Do you know how much risk you're willing to take? Click the link below for your free risk analysis.

Make sure to connect with me on LinkedIn & Facebook! 

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