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KIM WOHLER

…as Associate Financial Planner

As a Certified Financial PlannerTM practitioner, Kim works 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 come from so many interesting backgrounds. She enjoys our team collaboration which always keeps our clients’ best interests in mind.

…as a financial professional

Kim joined the Financial Connections team in August of 2006 as our Operations Guru and as a Financial Paraplanner Qualified ProfessionalTM.

…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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