Schedule a free consultation

Kimberly Smith

Office Administrator Notary Public
Kimberly Smith graduated from Temple City High School and earned an AS degree from Mt. SAC in the Los Angeles area. She relocated with her family to Oakhurst in 2006. Kimberly is our Office Administrator and in-house Notary Public and has been part of the firm since 2008. Kimberly is civic minded and has been a part of several community organizations both in Southern California and the Oakhurst area. She lives in Oakhurst, California with her husband John. Their four adult children live and work in neighboring communities. Kimberly is very family oriented and enjoys many outdoor activities.

Our Service Commitment

We pride ourselves on the personalized service and attention to detail that we provide to all of our clients. Simply put, we strive to provide our clients with an old-fashioned kind of customer service, the kind of customer service that is rare in business today.

  • We are our clients’ personal financial advocate and investment fiduciary. We adhere to the highest legal duty of care for our clients’ welfare. This is in contrast to the “suitability standard” adhered to by the vast majority of financial advisors.
  • We provide personalized, responsive service to our clients. We will always take the necessary amount of time to know and understand our clients. A primary objective of ours is to create a strong working alliance with each of our clients.
  • We will always act in the best interest of our clients. Although as a Registered Investment Advisory firm we are legally obligated to act in our clients’ best interest, we passionately believe this is the best business model and simply the right thing to do. Every client’s investment portfolio is viewed within the context of their overall financial plan and thus unique to that client. Planning strategies are always customized to the client.
  • We continually conduct research and learn. We utilize peer-reviewed, evidence-based planning and investment strategies and continually seek out new knowledge that may benefit our clients. We regularly review the latest academic journals and attend the leading continuing education conferences in the country, as well as conduct our own research.
  • We provide full transparency and disclosure of fees. Fees will always be fully disclosed and easy to understand.

Getting Started

What to Do:
  • Act now! Contact us for your complimentary initial consultation
  • Gather and organize all of your financial documents
  • Come see us and begin the journey to financial independence
Schedule a call now

Quote of the Month

“The stock market is a device to transfer money from the impatient to the patient.” — Warren Buffett 

Read Our Service Commitment

Contact Us:

+1 (877) 658-5193
email us