Owner, speaker, educator, and CFP® Practitioner, Kim advises tech professionals and their families who aspire to a "Work Optional" lifestyle. Transitioning clients from a "need to work" position to a financially independent one where clients work because they enjoy it, not because it"s a necessity, that’s the sweet spot for Kim. Serving investors by managing their assets from trusts, retirement plans, IRAS, and 401(k)s, Kim has over 23 years in the financial services industry.
Kim holds a bachelor’s degree in economics from the University of California, Los Angeles (UCLA), the CERTIFIED FINANCIAL PLANNER™ certification from the College for Financial Planning and has served in leadership roles as a KidLead Koach for Lead Young and a network coordinator for Women in Technology Intl (WITI) Silicon Valley chapter. She was also a member of the Class of 2019 Leadership Morgan Hill program.
Giving back to the financial industry and the community is important to Kim. She has contributed insights to industry whitepapers (Fidelity Investments’ Journey to the Top; Time for Technology: Fostering Smarter and Stronger Relationships; and Digging into Digital Advice) and is sought after as an industry leader. She enjoys sharing ideas with others participating on panels for Financial Services Institute, Cambridge Investment Research, and The Wharton Club of Northern California and speaking engagements for women in technology.
Financial Independence starts at home, where Kim enjoys the ability to work with clients she enjoys; have enough time to be present for her two kids; and spend time traveling, playing tennis and cooking with her husband Victor and family.