Tara Kimmins

Tara Kimmins
Vice President Financial Advisor Private Client Group Truist Investment Services, Inc.

130 Theory St.

Irvine, CA 92617-3028

tara.kimmins@truist.com

Phone 949-214-0036

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About me

Background

Tara Kimmins is a Vice President, Financial Advisor with Truist Investment Services, Inc.  She brings more than 20 years of experience in financial services including wealth management, retirement planning and investment management solutions specializing in working with business owners and high-net-worth individuals and their families. 

Tara leads with listening when working with her clients which is the foundation to building a successful relationship.  She considers all aspects of a client’s lifestyle including their goals, needs, wishes and management of risk.  Taking all of this into account, Tara customizes an investment strategy that is best suited for the client.  The guidance she offers through this process helps her clients to feel empowered to better understand their financial picture and achieve their financial goals. 
 
Investment Adviser Representative, Truist Advisory Services, Inc.
Check the background of this investment professional on FINRA's BrokerCheck

Education

Bachelor of Science
Salve Regina University

Personal Interests

Tara has 4 rescue pets, 2 Mini-Dachshunds and 2 Siamese Cats and she is passionate about animal welfare. She is also a past Rotary Club President.  Additionally, Tara is an avid runner having completed over 35 obstacle course races, mud runs, half and full marathons and enjoys playing golf and pickleball.  For several years she has also been a cast member in the Pageant of the Masters in Laguna Beach, CA.

Specialties

  • Cash-flow forecasting, business planning, asset accumulation strategies, savings and tax planning, executive compensation, retirement distributions

  • Innovative, customized risk management strategies and solutions in partnership with McGriff and Truist Life Insurance Services, designed to protect every facet of your assets and income.

  • Market strategy insights, strategic and tactical asset allocation guidance, open-architecture investing platform, long-term investment strategies, alternative investments, private equity and debt offerings, and more

Locations

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