Dr. Kimberly Turner, CFP®, CLU® Photo

Dr. Kimberly Turner, CFP®, CLU®

HECM Advisor


Kimberly Turner is a Florida native and a University of Florida graduate with a degree in Health and Science. After graduating, she continued her education and earned her Master of Science in Financial Services and her Ph.D. in Financial Planning and Retirement Planning at The American College. Being able to help veterans with their financial goals is very important to Kimberly, as her husband served in the United States Airforce as a Major for 4 years.

Kimberly has been in the Mortgage industry since 2005 and has been working as a Financial Advisor since 2009. With her experience spent in the Mortgage industry, Kimberly takes pride in sharing her knowledge to best advise her clients when making important financial decisions. She is a conscientious and trustworthy advisor and ensures that each client is met with exceptional care to make the financial process as easy and enjoyable as possible.

Kimberly is married to Dr. Daryl Turner, MD. They reside in Florida and they are the proud parents of three wonderful sons, two are currently attending private medical schools and one is in finance. She enjoys teaching, learning, tennis, chess, entertaining, fine dining, and traveling! In the past, Kimberly has served on various committees and boards including Brevard County Affordable Housing Council Board Member, Habitat for Humanity Board Member, American Red Cross Board Member and many more. She has earned a variety of awards including Million Dollar Round Table Member Qualifier 2013, 2014, 2015, & 2016, Women in Insurance & Financial Services Circle of Excellence 2014 and many more. Kimberly is a community activist. She cares about issues affecting children and women. Her philanthropic efforts are focused through her support of The Salvation Army, The NAACP, The American College of Financial Services and global missionary work. Her passion is teaching others financial literacy topics and biblical principles.

Kimberly holds the following designations: CFP - CERTIFIED FINANCIAL PLANNER ™, MSFS - Master of Science in Financial Services, ChFC ® - Chartered Financial Consultant, CLU ® - Chartered Life Underwriter, AEP ® - Accredited Estate Planner, and CAP ® - Chartered Advisor in Philanthropy.