Kimber Smith - Edward Jones 

About this Nominee

I BELIEVE EVERY DREAM HOLDS THE POTENTIAL TO BECOME A REALITY.
My purpose is to inspire, empower and cultivate the strengths and possibilities within everyone I serve.

I partner with clients to navigate life’s complexities, celebrate their achievements and honor their milestones. I listen to understand, collaborate to design personalized strategies and adapt plans to life’s changes, continually addressing each client’s unique needs, wants and desires.

Through the integration of proven financial strategies, cutting-edge technology and trusted partnerships, I deliver comprehensive financial services, such as 401(k) roll overs, IRA transfers, annuities, insurance, etc. My areas of focus encompass wealth preservation, estate considerations, insurance solutions, tax deferral strategies and investments, ensuring every client receives tailored solutions.

PRIOR EXPERIENCE AND MORE ABOUT ME.
I launched my first company importing from Nepal and representing local artists, selling from Carmel to Arcata; showcasing at the San Francisco Gift Show. When road life no longer fit, I shifted to coaching small business owners, drawing on my earlier banking and operations experience.

After a decade as a stay-at-home mom Waldorf-style, my kids enrolled at Stone Bridge Waldorf School in Napa. My daughter later graduated from Justin-Siena, and my son from Rodriguez High via Vacaville Christian Middle School.

I returned to business as owner of two Curves Fitness Centers in El Cerrito and Berkeley. A former bodybuilder, I loved helping women build strength and confidence. I sold both clubs by 2009.

Finance and planning have always been passions, so becoming a financial advisor was a natural next step. I built my practice door-knocking around Fairfield, California. Like Forrest Gump’s chocolates, each door opened to a new story. That grassroots approach, along with strong personal networks, built a lasting, referral-based practice that now serves clients locally and beyond.

Outside work, I enjoy West Coast Swing dancing, tending my urban food forest, volunteering with the Fairfield-Suisun Rotary Club and serving on the finance committees for Solano Land Trust and Solano Farm Bureau.

DESIGNATIONS:
Chartered Financial Consultant® or ChFC®
Certified Exit Business Advisor® or CEPA®
Accredited Asset Management Specialist® or AAMS®
Chartered Retirement Planning Counselor™ or CRPC™