Kim DeBroux - Morgan Stanley Smith Barney Financial Advisor - Laguna Niguel, CA
Morgan Stanley Smith Barney
Kim DeBroux
Financial Advisor
Financial Planning Associate
28202 Cabot Road
Suite 500
Laguna Niguel, CA 92677
tel: (949) 365-5320
toll-free: (800) 965-2576 
fax: (949) 365-5398
Email Me

As your Financial Advisor, I can help you define and strive to meet your goals by delivering a vast array of resources to you in the way that is most appropriate for how you invest and what you want to achieve. Working together to preserve and grow wealth, you’ll have access to some of the world’s most seasoned and respected investment professionals, a premier trading and execution platform and a full spectrum of investment choices.

Associations
  • Rotary Club of Costa Mesa
    President
    Costa Mesa, CA
  • Rotary International District 5320
    Membership Chair
    Orange, CA
  • Rotary Club of Newport - Balboa
    Past President
    Newport Beach, CA
  • American Association of University Women
    Vice President - Programs
    Orange, CA
  • State Bar of California
    Mandatory Fee Arbitration
    Arbitrator
Services
  • Asset Management
  • Retirement Planning
  • Business Planning
  • Lending Services
  • Financial Planning
  • Long Term Care Insurance
  • Estate Planning
  • Wealth Management
  • Philanthropic Services
  • Fixed Income
  • Municipal Bonds
  • 529 Plans
  • Family Consulting
  • Qualified Retirement Plans
  • Business Succession Planning
  • 401k Rollovers
  • Insurance Services
  • Certificates of Deposit
  • Annuities
Education and Licensing
  • Bachelors, 1978
    University of Southern California
    Los Angeles, CA
  • Certified Divorce Financial Analyst Licensed
  • Life Insurance Licensed
  • Series 7 - General Securities Representative
  • Series 66 - Combined Investment Advisory Agent & Uniform State Exam
  • Real Estate Brokers License, 1999
    State of California Department of Real Estate
    Sacramento, CA
Business Experience
  • 2007 - Present: Morgan Stanley Smith Barney

    Financial Advisor
    Certified Divorce Financial Analyst
    Laguna Niguel, CA
  • 1999 - 2007: Western Pacific Financial Services

    President
    Costa Mesa, CA

Bulletin Board

  • Who is watching over your retirement? Building an investment portfolio that you hope might cover your needs down the road isn’t a substitute for a retirement plan. Call or email us about advice that goes beyond investments. A new standard for retirement planning.

  • Our service commitment centers around a continual assessment of your goals, investments & performance while working with your other advisors, CPAs or Attorneys, to help you identify potential opportunities, reduce fees and simplify your life. To learn more, call or send an email.

  • I am very appreciative when existing clients refer friends, family, and business associates for an exploratory meeting. I will do my utmost to meet your highest expectations.

Kim DeBroux is licensed in the following state(s): AR, AZ, CA, FL, MA, MI
This information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.
Morgan Stanley Smith Barney ("MSSB") reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. MSSB will not accept purchase or sale orders via any Internet site, social media site and/or its messaging systems. MSSB does not endorse and is not responsible and assumes no liability for content, products or services posted by third-parties on any Internet site, social media site and/or its messaging systems. All electronic communications are subject to terms available at the following link: http://www.morganstanley.com/disclaimers/mssbemail.html. Any profiles and associated content are for U.S. residents only
Morgan Stanley Smith Barney LLC and its affiliates do not provide tax or legal advice. To the extent that this material or any attachment concerns tax matters, it is not intended to be used and cannot be used by a taxpayer for the purpose of avoiding penalties that may be imposed by law.  Any such taxpayer should seek advice based on the taxpayer's particular circumstances from an independent tax advisor.
The securities/instruments, investments and investment strategies discussed in this material may not be suitable for all investors. The appropriateness of a particular investment or investment strategy will depend on an investor's individual circumstances and objectives. The views and opinions expressed on this website do not necessarily reflect those of Morgan Stanley Smith Barney.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP, CERTIFIED FINANCIAL PLANNER and CFP (with flame logo)® in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.
Investment Management Consultants Association, Inc. owns the marks CIMA, Certified Investment Management Analyst (with graph element)®, and Certified Investment Management Analyst .
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Investments alone aren't enough when it comes to preparing for retirement. As a retirement focused advisor at Morgan Stanley Smith Barney we offer a level of experience and commitment to retirement advice that we think is unique in the industry. Our thorough process encompasses ten elements that are key to a successful plan.
Morgan Stanley Smith Barney LLC and its affiliates do not provide tax or legal advice. To the extent that this material or any attachment concerns tax matters, it is not intended to be used and cannot be used by a taxpayer for the purpose of avoiding penalties that may be imposed by law. Any such taxpayer should seek advice based on the taxpayer's particular circumstances from an independent tax advisor.
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