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KIM WOHLER

…as Director of Operations

Kim is our operations guru—the glue that holds our team together. She, along with Kai, coordinates client activity with the firm’s custodian, TD Ameritrade. Kim also works with our third-party vendors and software programs. Kim’s specialty is Social Security Planning.

Kim feels lucky to have the opportunity to work with our clients because they are so interesting and wonderful. She appreciates that our team collaborates and always keeps our clients’ best interests in mind. She particularly enjoys fulfilling client requests and participating in financial plans.

…as a financial professional

Kim joined the Financial Connections team in August of 2006. She is a Registered ParaplannerSM, which enables her to ably assist with the financial planning process.

…before becoming a FC Team Member

Kim worked primarily in the fields of human resources and accounting, with a shorter stint in property management. She earned her B.A. in English Literature, with an emphasis in writing. Kim interned as a grant writer with the Bay Institute in Novato before graduating cum laude from Dominican University in San Rafael, California.

outside of the office

Kim is a fourth generation San Francisco native. She has a blind black cat named Ninja. In her spare time, she collects vintage advertising, Art Nouveau, and Fantasy Postcards.

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