Kimberly Helm
QUANTUM FINANCIAL ADVISORS
Cambridge, MA
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CRD#: 6941559
Professional summary
Kimberly Helm, CFP® is a registered financial advisor currently at QUANTUM FINANCIAL ADVISORS, LLC located in Cambridge, Massachusetts.
Kimberly is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2018. Kimberly has worked at 2 firms and has passed the Series 65 exam.
Biography
Growing up was just my mom and me. My dad passed just after I was born, and the only items of his I saw growing up were in a box of his old office items, stored in our garage. I remember going through them when I was seven or eight—a few binders, note pads, and a… calculator? It was a strange calculator, though. It had the usual zero through nine buttons, but the rest were confusing…symbols and letters I couldn’t decipher. I remember thinking “Wow, my dad must have been a genius!” I idolized him with a purity I could only assign to someone I had never met.
Over the next decades, I followed in many of my dad’s footsteps both in breadth and nuance. My family always tells me that my mannerisms and perspective are exactly like my dad’s, uncanny sometimes. My dad was an aerospace engineer. I graduated with a degree in chemical engineering. After work, my dad would teach computer science classes at the local community college. After college, I taught high school Chemistry and Math. We both shared an affinity for Eastern philosophy and meditation. Feeling my dad’s presence, I always kept that calculator with me—in my backpack, in my dorm, and with me as I moved cross country to New Jersey to teach.
As with most big transitions in life, as I shifted careers into financial planning I wondered if such a drastic change was the right decision. In so many ways, this seemed like the perfect role for me—I love the ability to connect with people deeply, as with teaching, but could also put my nerdy side to use (preferably with as many spreadsheets as possible). I felt like my values would be in line with my work, and most importantly that I’d be pushed to grow—pushed hard.
My hesitation and anticipation of finding out if my leap of faith was well-founded followed me into my financial planning training. I walked into my first classes at UCLA with nervousness and excitement. As my teacher began to frame our course, he pulled out a financial planning calculator from his bag. With ragged, worn leather binding, I pulled out the exact calculator from my backpack that had followed me through every phase of life, my dad’s calculator. I smiled, knowing that life has a funny way of subtly communicating when we are exactly where we’re supposed to be.
Question & Answer
What are your service offerings?
Socially Responsible Investing
Retirement Planning
Comprehensive Financial Planni...
Small Business Planning
Investment Planning
What is your minimum asset requirement?
1M
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
University of Pennsylvania, Non-Investment Related, Education, Teaching Assistant, 40 hours per mo, 0 hours per mo during trade hours, Grades student assignments/hosts office hours/responds to student questions.
CRS (Client Relationship Summary) - RIA
Click below to view Kimberly Helm's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®
Start date: 2020
Experience
Current
February 1, 2022 - Present
QUANTUM FINANCIAL ADVISORS, LLC
RIA
CRD#: 317386
Cambridge, MA
Past
November 30, 2018 - February 22, 2022
ABACUS WEALTH PARTNERS
RIA
CRD#: 128590
SANTA MONICA, CA
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
QUANTUM FINANCIAL ADVISORS, LLC
QUANTUM FINANCIAL ADVISORS, LLC
CRD#: 317386 / SEC#: 801-122978
RIA
Registered Investment Advisory firm - (1/3/2022 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
California(2/1/2022)
IAR
Massachusetts(7/3/2025)
Current Firm
QUANTUM FINANCIAL ADVISORS, LLC
QUANTUM FINANCIAL ADVISORS, LLC
CRD#: 317386 / SEC#: 801-122978
RIA
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Contact information
Main Address
530 Wilshire Blvd Ste 206, Santa Monica, CA 90401
Mailing Address
Phone number
(424) 447-8268
Established
Firm type
Fiscal year end
# of Employees
16
SEC notice filing (14 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 1,601 |
| AUM (Assets Under Management) | $ 1,229,915,377 |
Red Flags
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