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About My Practice
Kim is family-oriented and believes in creating that same sense of connection in her business life. Since partnering with her dad, Dick, Kim has worked hard to maintain the family aspect of Atherton Wealth Advisors to help clients and their families pursue their goals. By blending financial expertise with a deep appreciation for the emotional and personal sides of planning, Kimberly ensures every client feels seen, supported, and empowered to navigate life’s complexities.
Kim spent her first year out of college working for Fisher Investments. Beyond this, the majority of her time was spent in technology and medical sales. In the roughly 6 years she spent in sales, she realized that she wanted more than a quick sale with a client. She felt she was missing the opportunity to really help people and develop long-term, trusting relationships. Kim joined Atherton Wealth Advisors in 2005 as a client service associate, learning the business from the ground up.
She loves working with clients who feel like family. Regardless of how long Kim has worked with a client, she is grateful for the opportunity to serve people who are important to her and help make a difference in their lives by providing them with financial clarity and direction. She enjoys being a part of their life journeys as they navigate through various season of life.
Certifications/ Designations
Certified Financial Planner®
Registered Principal
Accredited Investment Fiduciary®
Advisory Associate of Cetera Wealth Services LLC
Life and Disability Insurance Broker
BA Communications from UC Santa Barbara
Certificate in Personal Financial Planning from UCLA
Active member of the Sacramento Collaborative Divorce Group
Served as Chairman of Fundraising Events for Sacramento Junior League
“I enjoy building a relationship with you to understand what is important to you and your family. I help you implement a financial strategy that is personalized to your dreams, goals and objectives.”
Securities offered through Cetera Wealth Services LLC, member FINRA/SIPC. Advisory Services offered through Cetera Investment Advisors LLC, a registered investment advisor. Cetera is under separate ownership from any other named entity.