Broker Check
Kimberly J. Safoyan

Kimberly J. Safoyan

President, Wealth Manager

Kim is President and founder of Anchor Wealth Management Group, LLC and has over 30 years of financial services experience. She has served her clients as an independent wealth advisor since 1991. Her focus is to serve as your personal CFO, seeking to bring a full spectrum of wealth management capabilities and resources necessary to address your complex financial needs.

Some of Kim’s achievements include: Five Star Wealth Manager Award as featured in Palm Springs Life Magazine for years 2012, 2013, 2016 - 2021. She holds the Series 7, 24, and 63 securities registrations with LPL Financial, the Series 65 securities registration with WCG Wealth Advisors, and is registered to transact securities business with residents of the following states: AR, AZ, CA, FL, ID, LA, MI, NC, NV, NY, OR, TX, and WA. She also holds a California insurance license. Kim earned her Bachelor of Arts degree in Communication Studies with an emphasis in business from California State University Northridge.

Raised in Michigan, Kim moved to the desert in 1982 and graduated from Indio High School. Kim is a strong community services advocate. She serves as an advisory board member for the Cathedral City Salvation Army Corp, is a past board member for the Palm Desert High School PTO and current PDHS Foundation board member.

Kim lives in Palm Desert, CA with Greg, her husband of 34 years, her two daughters, Alexis and Sydnie, and her rescue poodle, Penny. They enjoy family outings such as camping, hiking, biking, and traveling.

 

Five Star Wealth Manager Award based on 10 objective criteria associated with providing quality services to clients such as credentials, experience, and assets under management among other factors. Wealth managers do not pay a fee to be considered or placed on the final list of 2012, 2013, 2016 - 2021 Five Star Wealth Managers.

Kimberly Safoyan is a registered representative with, and securities offered through LPL Financial, member FINRA/SIPC. Investment advice offered through WCG Wealth Advisors, LLC, a Registered Investment Advisor. WCG Wealth Advisors, LLC and Anchor Wealth Management Group, LLC are separate entities from LPL Financial.

CA Insurance # 0A73889