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Kim M. Helm, CFP®, CDFA™ 

Kim  Helm
Senior Financial Advisor
Merrill Lynch
2125 louisiana blvd
Suite 200
albuquerque, NM  87110 

Phone(505) 884-9880

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Professional Profile

Kim Helm has over 30 years experience in the financial services industry. Kim joined Merrill Lynch in 1998 and relocated to Albuquerque in 2006.

Kim is a CERTIFIED FINANCIAL PLANNER™(CFP®), a certification awarded by the CFP Board of Standards, Inc. The CFP® marks helps identify professionals who are committed to competent and ethical behavior.

Additionally, Kim has been awarded the designation of Certified Divorce Financial Analyst™(CDFA™).This is an award granted by the Insitute of Divorce Financial Analysts, an organization dedicated to the long term financial future of families going through a divorce.

Armed with these designations, Kim has the ability to focus on a client's total financial picture to develop, implement and monitor a strategy to assist a client reach their financial goals, whether it be providing a college education for children, a comfortable retirement or leaving a legacy to a favorite charitable organization.

Kim attended San Diego State University. She is active in Rotary, is a member of the National Association of Women Business Owners and serves on the Board of Resources, Inc. dba Domestic Violence Resource Center, a non profit agency serving victims of domestic violence.

Certified Divorce Financial Analyst™ and CDFA™ are trademarks of The Institute of Divorce Financial Analysts™.

Certified Financial Planner Board of Standards, Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® in the U.S., which it awards to individuals who successfully complete CFP Board's intial and ongoing sertification requirements.

Kim Helm is registered to do business in:AZ, CA, CO, FL, KS, MN, NC, NM, NY, TX, VA, WA, WI

For questions regarding registration information please contact your Financial Advisor.
C8476318 (JCA*******801)