“Integrity is the
essence of
everything
successful.”
Richard Buckminster Fuller

Kim Viscuso

CRPS  

Kim Viscuso is a Financial Analyst with Stonegate Wealth Management and joined the firm in 2008.

She is responsible for the development of clients' financial plans and assists with their implementation. She also is responsible for all aspects of client relations.

Kim graduated magna cum laude from Montclair State University where she earned a Bachelor’s degree in Business Administration and was a Phi Kappa Phi honor society member.

She has completed her education requirements for obtaining her CFP® certification at Fairleigh Dickinson University in Madison and is currently working towards her CFP® designation. She passed the comprehensive exam in January 2012. She currently holds her Series 65 license and is also a Chartered Retirement Plan Specialist(CRPSSM).

Kim has been a DYFS volunteer since 2000.  She has also volunteered at  the public schools in Mountain Lakes and Boonton Township where she resides with her husband and two daughters. She is also an active member of the Financial Planning Association (FPA).

Kim enjoys traveling, reading, yoga, and spending time with her family and friends.

 

kimv@stonegatewealth.com


Stonegate Wealth Management, LLC / 17-17 Route 208 North / Suite 250 / Fair Lawn, NJ 07410
info@stonegatewealth.com / Toll Free: (888) 768-0202 / Tel: (201) 791-0085 / Fax: (201) 625-6303
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