Kimberly Anne Cavalieri
Financial Advisor|RICP®
Professional
Kimberly started her career at Northwestern Mutual, in the fall of 2008 and quickly grew a financial business to become a consistently recognized top producer and leading Financial Advisor, while maintaining the highest ethical standards. She is a 4 Under 40 NAIFA recipient, a member of MDRT for over a decade, and was named Female Advisor of the Year, by her network office in 2020.
A commitment to integrity, professionalism, and diligence is at the core of what Kimberly does to help people feel more confident and secure about their financial future. Kimberly’s mission has remained steadfast. She helps people with savings, investing, and retirement income planning, by educating them on all their options. Her goal is to ensure all her clients have the future and retirement they’ve always dreamed about.
Personal
As a native of New England, Kimberly started her career in Western Massachusetts and then settled back home in Connecticut, in 2013. Outside of work, she enjoys working out, photography, reading, and most importantly, spending time with her family. She and her partner have two dogs (Harley and Oliver) and a cat (Jack).
Lending a hand in my community.
Kimberly is extremely committed to giving back. She has a particular passion around supporting individuals, families, and animals in need. Early on her in career, she was a member of the Northampton Area Young Professionals. When moving back to Connecticut, she immersed herself in several organizations, including Hands on Hartford, True Colors, adopting families through the Department of Children and Families, and has most recently been recognized as a member of the Pullen Society at NC State. Kimberly and her partner have worked closely with NC State’s College of Veterinary Medicine, to ensure their contributions will go directly towards the college’s research and development, to help tackle challenges to the health and well being of animals.
Alex's Lemonade Stand Foundation for Childhood Cancer (ALSF)
ALSF funds cancer research, raises awareness, and supports the families of children with cancer. Since 2012, Northwestern Mutual, its employees, and financial professionals like me have donated more than $20 million to support ALSF and fund over 400,000 research hours.
Beads of Courage
Beads of Courage is an art-in-medicine program that helps kids with cancer tell their unique treatment story through colorful beads that are symbols of their courage.
Here are my areas of expertise
Financial Planning
Insurance Protection Strategies
Life Insurance Strategies
Retirement Planning & Income Strategies
Education Planning & Funding
Disability Planning
Multigenerational Planning
Estate Planning
How Northwestern Mutual helps you live the life you want.
When people feel better about their money, good things happen—they become more confident and feel more secure. For more than 160 years, Northwestern Mutual has helped people achieve the financial flexibility they need to live more and worry less.
Being a mutual company means Northwestern Mutual reports to its clients, not Wall Street. They don't believe in chasing fads or taking undue risk for short-term gains. Instead, they take a long-term approach—both in the way we help people plan to reach their goals, and in the way they do business. This has served their clients (and mine) well through all kinds of economic ups and downs, including wars, recessions, even the recent pandemic.
It's why I'm happy to be part of a company that's in it for the long-haul and prioritizes clients over profit.
