Kim Anderson

CFP®

Bay Point Wealth Management

Financial Advisor

Kim Anderson

CFP®

Bay Point Wealth Management

Financial Advisor

As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. - Kim Anderson, CFP®

410-626-8198

Fee-Only financial planner located in Annapolis, MD, serving clients locally and across the country

Meet Kim Anderson

Kim Anderson graduated from Georgetown University’s School of Foreign Service with a Bachelor’s Degree in International Economics.  She is a CERTIFIED FINANCIAL PLANNER™ (CFP®), the most highly regarded designation within the financial planning industry. The CFP® designation reflects Kim’s extensive experience and education in the financial planning arena, as well as her commitment to continuing education and the CFP® Board’s Code of Ethics.

Kim has been a member of the Bay Point team since 2010 and serves as the COO and CCO of the firm, implementing internal procedures and technologies that ensure exceptional service to all clients as well as adherence to all compliance standards.

Before coming to Bay Point, Ms. Anderson worked for a Fee-Only wealth management firm based in Columbia, MD for over 13 years.

Kim currently lives in Ellicott City with her husband George and their son Clay.

Kim Anderson is a Member of the National Association of Personal Financial Advisors

The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.

NAPFA members live by three important values:

  • To be the beacon for independent, objective financial advice for individuals and families.
  • To be the champion of financial services delivered in the public interest.
  • To be the standard bearer for the emerging profession of financial planning

Professional Designations & Affiliations

  • National Association of Personal Financial Advisors (NAPFA)
    Kim Anderson is a NAPFA-Registered Financial Advisor

    The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.

Contact Kim Anderson

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Office Locations:

  • 582 Bellerive Rd
    Ste 4D
    Annapolis, MD 21409

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