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Kimberly Zheng is a Relationship Manager for United Capital’s Great Falls office. She brings over 6 years of experience in corporate finance advisory working with private and public companies in both the U.S and the Greater China region. She moved from Hong Kong to Los Angeles in 2013 and received her MBA from the University of California, Los Angeles. At United Capital, she is responsible for working directly with clients and providing general financial planning support. She is passionate about helping clients achieve a rich and fulfilling life through financial life management. She speaks fluent Mandarin and Cantonese.
...Founder & Financial Planner at Neat Financial Planning