Kim S. Smith

Credentials:
  • MBA
  • LUTCF®

Focus: Insurance Strategies, Investment Strategies, Business Owners, LGBTQ, Retirement Income Planning, Retirement Strategies, College Funding Strategies, Charitable Giving, Group Benefits, Business Succession Planning, Estate Planning, Financial Education

Languages: English

I provide total financial needs analysis through a network of experienced professionals with detailed knowledge in: advisory services, retirement planning, estate strategies, employee benefit and retention services, business continuation strategies, and trust services.

I pride myself in getting to know each client so that I can understand their individual needs and what matters most to them. This helps me recommend products and strategies designed to meet their current, and more importantly, future needs.

I am licensed to sell insurance in: CA Insurance License Number 0I2431

I am a registered representative of and offer securities and investment advisory services through MML Investors Services, LLC, Member SIPC (www.sipc.org). Supervisory address: 3003 Oak Road, Suite 250  Walnut Creek  CA  94597

 

Education

Pittsburg State University (1984-1988) Bachelors
California State University East Bay (2003-2004) MBA

Hobbies

Reading
Golf
Wine
Walking Dogs
Travel

Community Involvement

Sandra J. Wing Healing Therapies Board of Directors
Rotary Club of Alamo Past President
Horizons Foundation Professional Action Committee
Trustegrity
Danville Area Chamber of Commerce

See Kim’s Licenses and Disclosures

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MassMutual Northern California

Main Office

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

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CRN202201-259027