Kim Ciccarelli Kantor, CFP®, CAP®
President - Founder - Financial Advisor
KIM'S NICHE
Kim strongly believes there is a marriage between one’s health, wealth, dreams and family life. She helps her clients integrate their financial means with the other key components of their lives, assisting them in their journey towards lifelong well-being.
Kim focuses on developing strategic plans for preserving her clients’ tangible and intangible success, and the smooth transition of these assets among family members. She holds her Series 7, 24, 51, 63 and 65 registrations; insurance licenses; Chartered Advisor in Philanthropy® designation; and CERTIFIED FINANCIAL PLANNER™ designation.
BIOGRAPHY
Kim’s passion for serving her clients is inspired by her father, Frank Ciccarelli, who was also a financial planner. Kim is committed to the unity of the community and education, and is a strong advocate for family engagement in financial education. She is a graduate of Leadership Collier and Leadership Institute.
Kim has lived in Naples for more than 30 years. She lives with her husband, Jan, a family business consultant. Kim is blessed with three step-children: Joseph, Susan, and Barbara; and is the proud “Nana Kim” to ten grandchildren: Danielle, John Paul, Nicholas, Robert Dean, Kamron, Lilly, Tyler, Kody, Brianna and Ali Dean, and two great grandchildren: Gracie and Addie.
In addition to spending time with her family, Kim enjoys the outdoors, writing, reading autobiographies, experiencing and learning about the world through travel, and special dining experiences.
COMMUNITY INVOLVEMENT
Current
Community Foundation of Collier County, Trustee Emeritus
NCH Healthcare System Center for Philanthropy, Member
NCH Professional Advisor Council, Chairperson
Previous
Community Foundation of Collier County, Member
- Board of Trustees, Finance Committee, Executive Committee
NCH Healthcare System, Board Member
- Planned Giving Committee, Audit Committee, Board of Trustees, Human Resources Committee, Executive Committee, Professional Capabilities Committee, Finance Committee
Conservancy of Southwest Florida Planned Giving Committee, Member
National Center for Financial Education, Certified Instructor
The Chautauqua Institution, Invited Lecturer and Faculty Member
United Arts Collier, Professional Council
"Our passion is the fulfillment clients feel when their life goals are met. We are privileged to act as facilitator of their advisor team, helping them bridge financial and investment matters from the Ciccarelli family to their family."