PROFESSIONAL PROFILE
Kimberly Safoyan
President, Wealth Manager
Anchor Wealth Management Group, LLC
41990 Cook Street, Suite J901
Palm Desert, CA 92211
Office: 760-836-0131
kimberly.safoyan@anchor-wealth.comwww.anchor-wealth.com
Mission Statement
To cultivate a partnership with our clients that maximizes the effectiveness of their wealth.
While developing a customized financial program, we will walk you through a step-by-step process that will help make you feel confident in your decisions.
Once your goals have been established, we will customize appropriate strategies to suit your vision and objectives. We can help you execute a sound financial program utilizing the following services:
- Wealth Management
- Financial Planning
- Tax Planning
- Charitable Giving
- Education Funding