Kirby Kleinsmith, CFP

***** *** **** ***** **

Bend, OR 97702

541-***-****

ablvrv@r.postjobfree.com

Summary of Qualifications:

Certified Financial Planner (#141261) with 10+ years experience in

financial services

Series 65

Member of Financial Planning Association

Work Experience:

Present

Financial Planner, Self Employed

Advise and develop comprehensive Financial Plans for clients of other

Investment/Financial Advisor(s).

2006-2009

Financial Planner/Head of Client Services, Valentine Ventures, LLC.

Bend, OR

Developed and presented Financial Plans for high net-worth clients of

Valentine Ventures, LLC. A SEC Registered Investment Advisor(y) firm.

Supervised one Para-Planner. Analyzed and provided advice to clients

regarding cash flow, asset allocation, insurance needs, taxes, and their

estates. Used Monte Carlo, Stress Tests, and Efficient Frontier

analysis for success probabilities and asset allocation recommendations.

Wrote client Investment Policy Statements. Delivered an average of 7.5

Financial Plans per month.

2002-2006

Independent Investment Advisor Representative (IAR), Registered

Representative (RR),

Self Employed Bend, OR

Provided insurance, investment products and advice to individuals and

small businesses. Conducted investment research and provided Financial

Plans to individual clients and other Advisors.

Obtained Series 65 and Series 24 (expired).

2000-2001

Investment Representative/Registered Representative, Edward Jones

Investments Bend, OR

Acquired and managed over 700 accounts. Responsible for the office

operations and supervised one assistant. Conducted seminars and

investment education classes in addition to one-on-one informational

meetings.

2001-2010

Part-Time Ski Instructor, Mt. Bachelor, Inc. Bend, OR

Taught Alpine Skiing to children and adults in private and group

settings. Helped assure great guest experience.

1991-2000

Supervisor, Lamb-Weston, Inc.

Held numerous management positions for Lamb-Weston, Inc. at facilities

in Oregon, Washington, and Idaho. Responsible for over 120 union

employees and 5 departmental supervisors in addition to facility

operations. Conducted numerous training meetings, was the facility

"instructor" for one segment of corporate sponsored training programs

(Process Quality). Set production records in each plant.

Education:

Currently enrolled in Chartered Financial Consultant program (ChFC ).

BS Economics, Oregon State University 1990.

BS Agricultural Resource Economics, Oregon State University 1990.

Minor Business Administration.

Interests, activities, honors, and membership:

Alpine skiing, biking, and hiking.

Parish finance committee member

Pack Committee Member (Treasurer), Boy Scouts of America, Bend, OR.

Grant Recipient to promote Agriculture in Germany.

Contact this candidate