Kimberly Spisak, Social Security Planning Professional
Kimberly Spisak
Financial Planner, Aspire Investment Management
Professional Profile
Meet Kimberly Spisak, a dedicated Financial Planner at Aspire Investment Management in Ohio. With over 25 years of experience in the financial services industry, Kimberly has built a solid reputation for providing intelligently crafted retirement income strategies and Social Security optimization workshops tailored specifically for Northeast Ohio families.
As a holder of the NSSA® Social Security certification, Kimberly Spisak brings specialized knowledge of Social Security planning to every client relationship.
A proud CERTIFIED FINANCIAL PLANNER™ professional, Kimberly holds Series 7 and Series 24 licenses, ensuring she possesses the expertise and qualifications needed to guide clients through their financial journeys. Since joining Aspire Investment Management in 2017, she has taken great pride in helping individuals and families achieve their financial goals through personalized investment planning.
Prior to her role at Aspire, Kimberly honed her skills as a Client Service Assistant at Ameriprise Financial, where she developed deep client relationships that enable her to understand and meet the unique needs of each client. Her previous experience in portfolio management for variable annuities at Cornerstone Asset Management Services further solidifies her knowledge in the financial sector.
Living in Avon, OH with her husband, three children, and their dog Willow, Kimberly is not only committed to her professional life but also to her family. She enjoys staying active with fitness, outdoor adventures, and supporting her kids at their sporting and school events. If you’re looking for a reliable, knowledgeable, and respected Financial Planner in Northeast Ohio, Kimberly Spisak is ready to help you navigate your financial future with confidence.
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How an NSSA® Certified Advisor Will Help You
An NSSA® Certified Advisor provides the knowledge and expertise needed to maximize your Social Security benefits and help you achieve a secure retirement.
Avoid Costly Social Security Claiming Mistakes
Navigating Social Security rules can be complex, and even small mistakes can cost you thousands of dollars in lost benefits. An NSSA® Certified Advisor ensures you make informed decisions and avoid costly errors.
Holistic Retirement Planning
An NSSA® Advisor integrates your Social Security strategy with your overall retirement plan, ensuring your assets work together to meet your financial goals and a clearer path to a secure future.
Guidance You Won’t Get from the Social Security Office
The Social Security office provides information but doesn’t offer personalized advice or strategies. An NSSA® Certified Advisor delivers tailored solutions based on your unique circumstances and goals.