Our Team

Kimberly Horn is responsible for assisting with the implementation of Mission Wealth Management’s Integrated Wealth Solution® wealth management experience.  Ms. Horn supports the Client Relations division during the delivery and implementation of financial plans for high net worth clients.

Ms. Horn was born and raised in Agoura, CA and received a Bachelor of Science in Business Administration with a double emphasis in Financial Services and Human Resource Management from the CSU, Chico.  She moved to Santa Barbara upon graduating college and began her financial career as a Financial Analyst for Raytheon Company in Goleta, CA.  Kimberly received her MBA from Baker college in 2005, followed by a job transition to work as a Financial Consultant at A.G. Edwards and Sons in 2006.  Kimberly joined the Mission Wealth Management team in 2007 and continues to reside in Santa Barbara.

Professional Certifications and Licenses
In 2008, Ms. Horn earned the Accredited Asset Management Specialist (AAMS®) and Accredited Wealth Management Advisor (AWMA® designation through the College for Financial Planning.  Kimberly completed the Certified Financial Planners program from Kaplan University in 2009 and successfully passed the exam to receive her Certified Financial Planner (CFP®) certification. She also carries the General and Variable Securities Representative (Series 7) industry license, Uniform Combined State Law (Series 66) and the California Insurance License.

Professional Associations and Memberships
Kimberly is registered with the Financial Industry Regulatory Authority (FINRA) and volunteers as an advocate for Court Appointed Special Advocates (CASA) and volunteers with Domestic Violence Solutions (DVS).

Personal
Kimberly resides in Santa Barbara and enjoys all outdoors sports, especially competing in triathlons and playing tennis. Aside from sports, Kimberly enjoys spending time with her friends, reading and going to the movies.