Kimberly Hartsock

Kimberly’s passion lies in working in the service of others. Her previous experience as a program manager and pre-enrollment specialist at San Francisco State University solidified her zeal for assisting families in making strategic, educated decisions while addressing complex ramifications and long-term outcomes. As a wealth advisor, she relishes opportunities to blend her mission with her diversified skill set, crafting detailed and tailored-made plans to help clients pursue their financial independence.

While Kimberly is a native of Southern California, she spent over a decade in the San Francisco Bay Area for educational and career opportunities. As an alumna of San Francisco State University, she holds a Bachelor of Science in Hospitality and Tourism Management as well as a Master of Business Administration (MBA) degree. The time spent attaining her MBA is what ultimately directed her toward a career as a Wealth Advisor. “Being a Wealth Advisor is a perfect culmination of everything I love: working with people, detail planning, and acting as a cheerleader or shepherding clients through the ebbs and flows of life.”

Kimberly currently lives in Long Beach, California with her college sweetheart turned husband and is enjoying the change from fog to sunshine. She loves spending time with her rescue cats, friends and family, good wine, and rooting for the Dodgers. Kimberly also has a passion for volunteering with at-risk youth and encouraging the pursuit of education.

Kimberly holds her Series 65 registration with Trilogy Capital, Inc. as well as a California Life, Accident and Health Insurance license.