Wealth Management Advisor
Kimberly has over 20 years of experience in public accounting with emphasis in tax planning and consulting services to high net worth clients, closely held businesses (S Corporations, LLCs and partnerships), professional service companies, real estate (companies and related professionals and developers), as well as manufacturers and retailers. Prior to joining the Firm, Kimberly was a tax manager at a large local firm in the South Bay area. She provided tax consulting and planning services to the firm's core clients with multi-state and international operations as well as local businesses (manufacturers, service companies, medical groups, non-profit organizations, and closely held corporations). Previously, she was a tax manager at Ernst & Young LLP, specializing in real estate. Her clients there ranged from international and domestic operators of shopping malls, storage companies, to hotels, including developers, investors, and property management. Kimberly has a Master's Degree in Taxation from the University of Southern California and a Bachelor of Arts degree in Business-Economics with a double Emphasis in Accounting and Asian-American Studies with honors from the University of California, Los Angeles. Kimberly has passed the FINRA Series 7 and 66 exams.