Kim S. Smith

Credentials:
  • AEP®
  • CFP®
  • ChFC®
  • CLU®
  • CLTC®

Focus: Insurance Strategies, Investment Strategies

Languages: English

I offer total financial needs analysis through a network of experienced professionals with expertise in:

  • Advisory services
  • Retirement analysis and programs
  • Estate strategies
  • Employee benefit and retention services
  • Business continuation strategies
  • Trust services*

*Trust services offered through the MassMutual Trust Co., FSB

See Kim’s Licenses and Disclosures

Check the background of this investment professional on FINRA’s BrokerCheck

Contact Kim

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MassMutual Northern California

Main Office

3003 Oak Road Suite 250
Walnut Creek, CA 94597-4541

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CRN201912-180567