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Kimberly Rand

Dragonfly Financial Solutions

Kimberly Rand

Dragonfly Financial Solutions
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Biography

Kimberly Zimmerman Rand is Principal at Dragonfly Financial Solutions in Boston, Massachusetts, a consulting firm that provides personal finance program design, training, and education. She is a strategic thinker and problem solver bringing results-oriented design to nonprofits, government agencies, and employers looking to strengthen the financial capability of their communities.

She is also an excellent facilitator who develops and conducts informative and engaging personal finance trainings to audiences throughout the country. Prior to her consulting work, Kimberly held a variety of positions at the International Institute of Boston, including Interim Vice President for Operations, Director of Economic Development, and Coordinator of the Citizenship Center.

Kimberly began her career as a trainer in the Microenterprise Division of Jewish Vocational Service in Boston. Kimberly’s leadership experience includes serving on the Social Work Grand Challenges Practice Work Group on Financial Capability and Asset Building for the American Academy of Social Work and Social Welfare; on the Certification Advisory Council of the Association of Financial Counseling, Planning and Education; and on the Financial Coaching Innovations Committee of the Midas Collaborative.

Kimberly has been providing training to consumers and nonprofit professionals for over 20 years on both live and web-based platforms. Her subject matter serving the interests of consumers includes but is not limited to: values and goals around money, household cash management, maximizing income, building an emergency savings account, choosing the best bank, paying off debt, building credit, insurance, and asset protection, saving for retirement, wills and estate planning, and purchasing a first home. She also trains nonprofit professionals on how to develop and manage asset building and financial capability initiatives at their own organizations. Kimberly’s specialty is bringing clarity to complex personal finance topics while working with low-to-moderate income consumers, entry-level workers and foreign-born employees.

Kimberly Zimmerman Rand is an Accredited Financial Counselor® and Certified Housing Counselor®. She is also a Credit as an Asset Master Trainer. Kimberly holds a Master of Social

All sessions by Kimberly Rand