Kimberly Victoria, FPQPTM, Principal, firstname.lastname@example.org
- B.S. Mathematics, Summa Cum Laude, Fitchburg State University, 1991
- Implementation Consultant, Oracle (Information Resources, Inc. - Financial Systems), 1991 – 1996
- Database Technologies, Systems Architect, 1996-2002
- Founder, CEO, Moulton Strategic Partners, Inc. 2002-2009
- Financial Paraplanner Qualified Professional, FPQP®, 2003
- COO and Partner, Astoria Strategic Wealth, 2009
- Investment Advisor Representative, Series 65 License, 2012
- 2014 - 2015 Dallas Five Star Wealth Manager
To say I have been lucky in my life would be an understatement. Mind you, most of the good fortune didn’t come neatly packaged, nor was it often even recognizable as luck at the times when the most valuable opportunities presented themselves. I didn't necessarily feel very lucky growing up in a financially challenged household. Yet, that experience paved the way to a career helping others pursue their financial freedom goals, armed with a background that understands the emotions so many of us have from our own money scripts formed in our early years.
Career-wise, a bit of tenacity combined with occasionally precarious levels of curiosity have afforded me the benefit of breadth of experience. What I do each day now is a culmination of experiences blended from combining a B.S. degree in Mathematics from Fitchburg State University in MA, a Financial Paraplanner Qualified Professional (FPQP®) designation from the College for Financial Planning, a licensed Investment Advisor Representative, a 25 year career in Information Systems spanning several diverse vertical markets (banking, manufacturing, telephony, finance, consumer packaged goods, environmental protection, agriculture, etc.), a business owner, a Mom and an occasional just-for-fun tennis player.
A serendipitous career shift during the ‘Tech Wreck’ in 2000 bridged my career path from broadly IT to providing IT services to financial advisory firms only. I formed Moulton Strategic Partners, Inc, a boutique consulting firm serving Registered Investment Advisors across the country. In 2009, I sold my IT services firm and decided to tweak my career path yet again by accepting a partnership position within Astoria Strategic Wealth as COO. Today, I continue in that role as well as serving as a direct client advisor specializing in our independent women and medical professionals niche.
Surrounded by outstanding colleagues, clients and allied professionals, like most of us, I continue to learn, succeed and fail regularly as I attempt to remain open to receive new ways of thinking, stand ready to challenge my own viewpoints as rigorously as I once defended them, and endeavor to remain as disciplined as I am pliable.
I am an incredibly proud Mom of two young adults and we currently represent what's known as a "house divided" in Texas. My oldest is a nursing student at UT Austin, and my youngest an engineering student at A&M. College football weekends are very fun!