Loves volunteering with youth and college students
Holds a California Life, Accident, and Health Insurance license
Alumni, San Francisco State University, MBA
Enjoys woodworking, cooking, baking, and gardening
Will video conference with clients to make it easier
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.
Preparation for retirement is extremely important, and it extends well beyond finances. That’s why you need to work on your retirement compatibility with your partner way before you stop working.
When selecting a Financial Advisor, it’s important to know they will be looking out for you and the money you worked hard for all your life. Not all financial advisors are the same. When considering a financial advisor to partner with, it’s important to know if they are fiduciaries, meaning they will be ethically obligated to work in your best interests to help you reach your goals.
In addition to awareness, you need action. You need focused, decisive and immediate action to see change and to get yourself back on the road to financial independence.
FIRE (Financial Independence, Retire Early) is trending as a new financial lifestyle. FIRE promotes extreme savings in your 20s, 30s and 40s, with the goal of being able to live off passive income from the accumulated nest egg much earlier than typical retirement age.
Financial Life Planning is about actually starting — taking a few good steps in the right direction and then taking a few more.
Financial Life Planning is fundamentally about taking a few good steps in the right direction and then taking a few more. Trilogy Financial has established regional offices from coast to coast with the clear vision of helping millions of Americans pursue financial independence, every day.