Find the Certified Financial Planner™
Who's right for you.

Kimberlee A. Spencer, CFP®

Patriot Investment Management

9721 Cogdill Rd
Ste 101
Knoxville, TN 37932
Phone: (865) 777-2479 x2108
Fax: (865) 675-0636

Household Income Minimum: $0
Investable Asset Minimum: $0

Specialties
  • Comprehensive Financial Planning
  • Attending College
  • Asset Allocation
  • Estate Planning
  • Investment Management
  • Getting Divorced
  • Mutual Funds
  • Retirement
  • Stocks & Bonds
  • Sudden Wealth
  • Men's Finances
  • Women's Finances

 

How Planner Charges

I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.