Kimberly Lowenstein

Kimberly Lowenstein

Administrative Assistant

 

Kimberly has been a full-time assistant at Barons since 2018. A recent 2017 transplant from New Jersey, she was employed in the same position for three years prior with another financial advisor. Coming to Barons with prior knowledge of the in-and-outs of the finance industry made her entry into the office practically seamless. Kimberly helps take care of clients, processes paperwork, calculates/keeps track of RMDs, and works on anything else that Marianne needs her to do. Kimberly is an avid reader and car enthusiast. She can be found either curled up in her chair-and-a-half with a book or behind the wheel of her fun little VW GTI. She graduated magna cum laude from Montclair State University in 1995 with a degree in Psychology and has two adult children.

24 YEARS AS A FIRM

One central tenet of Barons Financial is that financial stability truly adds to quality of life. Barons Financial founder, Brian Farkas, found this out at the young age of sixteen when his father passed away leaving the family on shaky ground. The solid financial ground and quality of life that Brian eventually found for his family is what Barons Financial strives to accomplish for you and all clients.

OVER 60 PLUS YEARS OF EXPERIENCE

The “plus” being what our clients bring to the table. Our clients’ experience factors greatly into our financial planning process. It is your money, your call. And it is our 60 years of experience that will help us guide on your journey to reach your financial goals. It is all about YOU.

OVER $190 MILLION IN ASSETS UNDER MANAGEMENT

Each dollar is a testament to the trust that our clients have in us, which we do not take lightly. We continually look to keep that trust by truly knowing our clients – their needs, goals, and risk tolerance.