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Robert K
CFP®, Series 66
Newport Beach, CA
OSAIC
Robert Kimmel is a CFP® with 14 years of industry experience, currently affiliated with OSAIC since 2025. Prior to that, he held positions at Lincoln Financial Advisors Corporation, LFA, UnionBanc Investment Services, and JPMorgan Securities LLC. Outside of his advisory role, he consults on qualified employer stock ownership plans and works as an insurance agent offering accident, health, disability, and life insurance products. OSAIC serves a broad client base including individual and institutional investors, offering integrated brokerage and advisory services, financial planning, retirement consulting, and access to various managed account platforms. The firm employs asset-allocation tools and automated rebalancing to manage portfolios across multiple asset classes and supports both discretionary and non-discretionary account management.
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