Kimberly Hunter has been recognized as one of:
- Best-in-State Wealth Advisors in 2024 by Forbes
- Top Women Wealth Advisors in 2024 by Forbes
- 2024 Top Women Wealth Advisors Best-in-State by Forbes
For three decades, Kimberly Hunter has helped clients address their financial concerns and develop sound strategies by focusing on their unique needs and specific circumstances. Kim’s extensive experience in the financial services industry, and degree in organization management, allow her to evaluate corporate and family structures from a myriad of perspectives. Kim loves getting to know people, and she strives to be a voice of reason or a sounding board for the clients she serves.
Kim works with high-net-worth families and provides comprehensive investment planning with a focus on generational wealth transfer and philanthropy. Her central belief is that it is all about the client: when people step into her office, they should feel supported, understood, and able to trust that they can communicate confidential information in a non-judgmental environment.
Kim has been committed to making a positive impact on children’s causes for many years. She has served as a board member and president for the California Parenting Institute, a non-profit supporting counseling services and prevention of child abuse. She also served on the board of directors for Community Matters, a national non-profit for the prevention of bullying and creating a safe school environment to empower youth and transform communities. Away from the office, Kim spends her free time with her husband, Randy, and her sons, Ryan, and Tyler. She loves reading, going for long walks, and visiting museums and churches around the world. On most Sunday mornings, you can find her at church working in the espresso bar making coffee drinks and having fun.
CA Insurance License Number: 0A44617. Resident State CA
2024 Forbes Best-In-State Wealth Advisors: Awarded April 2024; Data compiled by SHOOK Research LLC based on the time period from 6/30/22 - 6/30/23 (Source: Forbes.com). The Forbes Best-in-State Wealth Advisors rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.
2024 Forbes Top Women Wealth Advisors: Awarded February 2024; Data compiled by SHOOK Research LLC based on the time period from 9/30/22 - 9/30/23 (Source: Forbes.com). The Forbes Top Women Wealth Advisors rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.
2024 Forbes Top Women Wealth Advisors Best-in-State: Awarded February 2024; Data compiled by SHOOK Research LLC based on the time period from 9/30/22 - 9/30/23 (Source: Forbes.com). The Forbes Top Women Wealth Advisors Best-in-State rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.
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