Kimberly Baltunis, Financial Advisor located in Redmond, OR

Financial Advisor
Kimberly K Baltunis

ChFC®, RICP®, CSRIC®
1705 S W Highland Ave, Redmond, OR 97756opens in a new window
Accepting New Clients
Serving clients with $250,000
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Focus Areas

  • Intergenerational Planning
  • Navigating Loss of Spouse
  • Wealth Strategies
  • Government Employees
  • Retirement Income Strategies
  • Not-for-profit Organizations

Financial Advisor Certifications

  • ChFC®

    Chartered Financial Consultant®

  • RICP®

    Retirement Income Certified Professional®

  • CSRIC®

    Chartered SRI Counselor™

Personal Interests

  • Traveling
  • Triathlons
  • Active Lifestyle
  • Cycling
  • Reading

Team Members

  • Brittney Lewis
    Branch Office Administrator
  • Cheryl Tome
    Sr. Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 07:30AM - 04:00PM
Tue 07:30AM - 04:00PM
Wed 07:30AM - 04:00PM
Thu 08:30AM - 04:30PM
Fri 07:30AM - 03:00PM
Sat By Appointment Only
Sun Closed

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

Phone

(541) 923-5135

Fax

(866) 462-7274

Office Address

1705 S W Highland Ave
Redmond, OR 97756opens in a new window

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