For Kim, financial planning is about providing clarity, confidence, and connection. She partners with successful professionals, families, and business owners to design lifestyle wealth plans that support living well today while preparing for tomorrow. As a Certified Financial Planner®, Kim is dedicated to helping her clients navigate complex decisions with thoughtful guidance and a steady focus on long-term success.
Kim has a particular passion for supporting women in their financial journeys. She brings warmth and insight into every conversation, ensuring that her clients feel understood, empowered, and in control of their financial futures.
Active in her community, Kim served as Chair of the Pleasanton Chamber of Commerce in 2022. She also actively serves with the Three Valley’s Community Foundation, which addresses some of the most pressing needs in our region.
Kim and her husband, Tommy, live in Danville with their children, Addison and Bryson. Whether cheering on the Warriors, staying loyal to the Raiders, or recreating her grandmother’s Italian dishes, Kim approaches life with the same spirit she brings to her work: a commitment to growth, joy, and meaningful relationships.
Kim holds CA Insurance Lic. 0K92983.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, Certified Financial Planner®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.