…as Associate Financial Planner
In 2018, Kim decided to switch her career path from being our operations guru to being a Certified Financial Planner. Kim teams-up with Jenny, Brian and Jill to work with new and existing clients to develop a plan to map their financial future.
Kim’s specialty is Social Security planning.
Kim enjoys working with our clients who are unique and wonderful. She appreciates that our team collaborates and always keeps our clients’ best interests in mind.
…as a financial professional
Kim joined the Financial Connections team in August of 2006. She is a Registered ParaplannerSM, and has completed the necessary coursework to become a Certified Financial Planner which enables her to ably assist with the 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.