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Assistant Case Manager
695 Town Center
7th Floor
Costa Mesa
CA 92626
tel: (949) 878-9418
email: KMoeller@MatsenVoorhees.com
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Kimberly Moeller, M.L.A, C.E.B.S.
Kimberly joined the Family Office Services team in the fall of 2012. Kimberly enjoys helping clients maximize the legacy they are leaving for their loved ones and their favorite charitable organizations. She is motivated by assisting clients to optimize their talents and their wealth so that future generations may reap the benefits.
Kimberly consulted for Fortune 500 companies, in the field of employee benefits, with a specialization in 401(k) plans. She currently works on our Family Office Services team as an Assistant Case Manager, helping to oversee the numerous details involved in our clients’ case management.
Kimberly has her Bachelor of Arts degree in Political Science/Business Emphasis Specialization from U.C.L.A. where she graduated Magna Cum Laude. She obtained her Master of Liberal Arts degree from Southern Methodist University. She has also completed the ten examination process and received the Certified Employee Benefits Specialist (C.E.B.S.) designation by the Wharton School of Business.
Kimberly is a licensed Life/Health Insurance Agent, CA#OG95315.
She resides in Dove Canyon, California with her husband and beautiful children.
For information about how Kimberly can serve you, please feel free to call her at (949) 878-9418. She looks forward to working with you. |
