Our world contains a deluge of financial information. Kim enjoys sifting through the noise to help clients make smart decisions about their finances. Solving the retirement puzzle and building strategies to help people reach their goals is the foremost aim of Kim’s practice. Providing clarity and relieving anxiety around a client’s financial future is her favorite part of the job.
Kim works with successful professionals, families, and the owners of privately held companies as they pursue financial independence. In addition, she has a passion for educating women about finance. Thankfully, long-held stereotypes are changing, but Kim still finds that many women have been ignored by the financial services industry and crave engagement. She enjoys collaborating with them on their finances and helping them take charge of their financial life.
Kim is committed to her craft, education, and giving back to her community. She is a CERTIFIED FINANCIAL PLANNER ™ professional with nearly a decade of experience in the financial services industry. She is also involved in the Pleasanton Chamber of Commerce and received the Carol Bush Award for Outstanding Leadership in Philanthropy in 2017.
Kim and her husband Tommy reside in San Ramon. Both enjoy exercise, the outdoors, and sports of all kinds. An East Bay native, Kim is equally passionate about wine tasting and good food (hence the exercise!). She loved the Golden State Warriors well before the bandwagon began rolling, and is still loyal to the Raiders despite their pending exodus.
Check the background of this investment professional on FINRA BrokerCheck