Kimberly Turner, Ph.D., MSFS, CFP®, ChFC®, CLU®, AEP®, CAP®
Adjunct Faculty Member
About
Dr. Kimberly L. Turner
Dr. Kimberly Turner is a CERTIFIED FINANCIAL PLANNER™ and she is a Vice President of The National Financial Planning Group. She develops and implements health-financial plans, retirement plans, business succession plans and risk management plans for ultra-high net worth individuals. In addition, she actively coaches and trains other advisers on various financial concepts and financial solutions. Furthermore, she is an adjunct professor at California Lutheran University facilitating course in insurance & risk management, retirement income planning, investment planning and macroeconomics.
Prior to becoming a financial planner, Kimberly managed three successful real estate offices and received numerous awards. Kimberly held several real estate and mortgage designations. She was inducted into the real estate hall of fame in 2000.
Kimberly is a graduate of University of Florida, where she received her Bachelor of Science degree in Health Science. She also completed studies and certified to become a physician assistant.
Kimberly obtained her PhD degree in financial planning and retirement planning at The American College in 2019. She holds a Master of Science degree in Financial Services.
Kimberly is a proud member of the Financial Planning Association (FPA).
Kimberly serves as a committee member for the American College Alumni Advisory Board. She also serves as board member for the Financial Planning Association of Tamp Bay.
Kimberly is married to 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!
Education
Bachelors of Science in Health Science from University of Florida.
Masters of Science in financial services from The American College.
PhD in financial services and retirement planning from The American College.
Financial industry renowned designations;
- Certified Financial Planner
- Accredited Estate Planner
- Chartered Financial Consultant
- Chartered Life Underwriter
- Chartered Advisor in Philanthropy