Colin Kimpel
Founding Partner at Wealth Insight Partners | Bethesda, Maryland, United States
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Colin Kimpel, as a Founding Partner at Wealth Insight Partners, leverages his extensive background in financial services, deeply rooted in his upbringing. Having observed his father’s impactful career in the industry for over 45 years, Colin developed a profound appreciation for the transformative power of financial planning. This early exposure ignited his passion for helping clients navigate their financial landscapes, leading him to establish a firm that prioritizes holistic, team-based financial advice.
At Wealth Insight Partners, Colin is dedicated to alleviating financial stress for clients by employing a comprehensive approach to financial planning. His expertise spans a wide range of areas, including estate planning, retirement planning, and wealth management. By understanding every facet of a client’s financial world, he ensures that their unique needs and concerns are addressed with precision. Colin’s commitment to asking the right questions and fostering open communication allows him to bring clarity to complex financial situations, empowering clients to make informed decisions.
Key projects under Colin’s leadership include developing tailored investment strategies and implementing non-qualified deferred compensation plans that align with clients’ long-term goals. His proficiency in life insurance and long-term care insurance further enhances the firm’s ability to provide well-rounded financial solutions. With Series 63 and Series 65 licenses, Colin is equipped to offer comprehensive investment advisory services, ensuring that clients receive the highest level of expertise and support. Through his work at Wealth Insight Partners, Colin Kimpel continues to make a significant impact, guiding clients toward financial security and peace of mind.
Founding Partner at Wealth Insight Partners in June 2019 to Present
Partner at Veritas Financial, LLC in June 2015 to June 2019
Financial Advisor at Capitol Financial Partners in January 2004 to June 2015
Account Executive at CTI Telecom, Inc in June 2001 to January 2004
Intern - Investor Relations at America Online in May 1999 to September 1999
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Investments
Estate Planning
Retirement Planning
Strategic Financial Planning
Life Insurance
Investment Advisory
Disability Insurance
Long Term Care Insurance
Series 7
Small Business
Employee Benefits
Wealth Management
Series 63
Series 65
Sales
Certified Financial Planner
Non-Qualified Deferred Compensation
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Discover more about Wealth Insight PartnersWhat is Colin Kimpel email address?
Email Colin Kimpel at [email protected]. This email is the most updated Colin Kimpel email found in 2026.
What is Colin Kimpel phone number?
Colin Kimpel phone number is +17036754040 and +17034220869.
How to contact Colin Kimpel?
To contact Colin Kimpel send an email to [email protected]. If you want to call Colin Kimpel try calling on +17036754040 and +17034220869. (updated on September 13, 2024)
What is Colin Kimpel net worth?
Colin Kimpel has an estimated net worth of $750,000 to $999,999
What company does Colin Kimpel work for?
Colin Kimpel works for Wealth Insight Partners
What is Colin Kimpel's role at Wealth Insight Partners?
Colin Kimpel is Founding Partner
What industry does Colin Kimpel work in?
Colin Kimpel works in the Financial Services industry.
Colin Kimpel Email Addresses
Colin Kimpel Phone Numbers
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