Kim Ciccarelli Kantor

Co-Founder at Ciccarelli Advisory Services, Inc.

Kim Ciccarelli Kantor

Kim Ciccarelli Kantor

Co-Founder at Ciccarelli Advisory Services, Inc.

Biography

Kim's Niche

Kim strongly believes there is a marriage between one’s health, wealth, dreams and family life. She helps her clients integrate their financial means with the other key components of their lives, assisting them in their journey towards lifelong well-being.

Kim focuses on developing strategic plans for preserving her clients’ tangible and intangible success, and the smooth transition of these assets among family members. She holds her Series 7, 24, 51, 63 and 65 registrations; insurance licenses; Chartered Advisor in Philanthropy® designation; and CERTIFIED FINANCIAL PLANNER™ designation.

Biography

Kim’s passion for serving her clients is inspired by her father, Frank Ciccarelli, who was also a financial planner. Kim is committed to the unity of the community and education, and is a strong advocate for family engagement in financial education.

She is a graduate of Leadership Collier and Leadership Institute. In March 2016, Kim was featured in Distinctive Women magazine as a Woman of Distinction.

Kim has lived in Naples for more than 30 years. She lives with her husband, Jan, a family business consultant. Kim is blessed with three step-children: Joseph, Susan, and Barbara; and is the proud “Nana Kim” to nine grandchildren: Danielle, John Paul, Nicholas, Robert Dean, Kamron, Lilly, Tyler, Cody and Ali Dean.

In addition to spending time with her family, Kim enjoys the outdoors, writing, reading autobiographies, experiencing and learning about the world through travel, and special dining experiences.

Community Involvement

Current

* Community Foundation of Collier County Finance Committee, Chair
* NCH Healthcare System Foundation Committee, Member
* Conservancy of Southwest Florida Planned Giving Committee, Member
* Community Foundation of Collier County, Member
* Board of Trustees, Investment Committee, Executive Committee

Previous

* National Center for Financial Education, Certified Instructor
* The Chautauqua Institution, Invited Lecturer and Faculty Member
* NCH Healthcare System, Board Member
* Planned Giving Committee, Audit Committee, Board of Trustees, Human Resources Committee, Executive Committee, Professional Capabilities Committee, Finance Committee

Overview
Career Highlights

Ciccarelli Advisory Services, Inc.

RelSci Relationships

110

Number of Boards

2

Number of Awards

6

Relationships
RelSci Relationships are individuals Kim Ciccarelli Kantor likely has professional access to. A relationship does not necessarily indicate a personal connection.

President, Chief Executive Officer/Trustee at Naples Community Hospital, Inc.

Relationship likelihood: Strong

Former Partner at KPMG Peat Marwick LLP

Relationship likelihood: Strong

Former Executive Vice President-Operations at Endo International Plc

Relationship likelihood: Strong

Chief Administrative Officer at VR Laboratories LLC

Relationship likelihood: Strong

Co-Founder at Ciccarelli Advisory Services, Inc.

Relationship likelihood: Strong

Gastroenterology & Hepatology at Mayo Clinic Florida (Formerly St. Luke's Hospital Association)

Relationship likelihood: Strong

Former President, Medical Staff at NCH Healthcare System, Inc.

Relationship likelihood: Strong

Chief Executive Officer at Naples Heart Rhythm Specialists Pa

Relationship likelihood: Strong

Professional at NCH Healthcare System, Inc.

Relationship likelihood: Strong

Trustee at Naples Community Hospital, Inc.

Relationship likelihood: Strong

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Kim Ciccarelli Kantor
Co-Founder at Ciccarelli Advisory Services, Inc.
Career History
Co-Founder
1983 - Current

Ciccarelli Advisory Services, Inc. is an American private company located in Naples, FL. The firm provides investment advice.

Boards & Committees
Trustee
Current

HELPING EVERYONE LIVE A LONGER, HAPPIER, AND HEALTHIER LIFE.OUR VISION IS TO BE A WORLD-CLASS LEADER OF EXCELLENCE IN HEALTHCARE AND TO PROVIDE EXCELLENCE IN EVERY PATIENT EXPERIENCE.

Trustee
Prior

NCH Healthcare System, Inc. provides healthcare systems and services. It offers diagnostics, rehabilitation, home care, nutrition, and ancillary services. The company was founded in 1953 and is headquartered in Naple, FL.

Awards & Honors
Rank #48
2015
Barron's Magazine - Top 100 Women Financial Advisors
Rank #44
2014
Barron's Magazine - Top 100 Women Financial Advisors
Rank #44
2013
Barron's Magazine - Top 100 Women Financial Advisors
Events
Speaker
Palm Beach, FL, United States
2012 Barron's Top Women Advisors Summit

Other Affiliations
This web site is not endorsed by, directly affiliated with, maintained, authorized, or sponsored by Kim Ciccarelli Kantor. The use of any trade name or trademark is for identification and reference purposes only and does not imply any association with the trademark holder. The Presence of Kim Ciccarelli Kantor's profile does not indicate a business or promotional relationship of any kind between RelSci and Kim Ciccarelli Kantor.