<< Back to Team Page

Kimberly Nelson

Associate Advisor, CFA®, CDFA®

Kimberly is an Associate Advisor at Coastal Bridge Advisors. She focuses on client relationships and client service- monitoring trading, portfolio rebalancing, and asset allocation strategies. She also provides advanced financial planning support including assistance with portfolio analysis, income planning, and mortgage financing, working in collaboration with clients’ external advisor network.

Prior to Coastal Bridge Advisors, Kimberly worked at UBS Financial Services, and, prior to that, spent time at Oppenheimer and Company. She received her Bachelor’s degree in Business Finance at the University of Colorado Boulder in its Leeds School of Business. Kimberly earned the Chartered Financial Analyst designation and is a member of the CFA® Institute and the Los Angeles Society of Financial Analysts. Originally from Denver, Colorado, Kimberly has lived in Los Angeles for twelve years and currently resides in Brentwood. She is an avid runner and enjoys traveling the world with friends and family. She is also actively involved with Habitat for Humanity here in the US and in Mexico.