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January 2024 by wendy winter
Kimmie is by far, heads above any financial planner I've ever worked with. Her knowledge of the market and her detailed understanding and delivery of financial information is remarkable. She's the best.
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December 2023 by Greg Abbott
Kimmy cares and it shows. She is very dedicated and she loves what she does. That's why she is a very good financial advisor.
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December 2023 by Chung Yuan Mui
Gives good advice. Very caring both as a financial adviser and as a friend. Responds well to inquiries.
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December 2023 by Fred Schardt
No other financial adviser will give you better personalized service. She is a rare commodity in an otherwise predatory field. I trust her completely to look out for the financial well being of my whole family. She is fabulous at working with and teaching my two adult boys the intricacies of financial planning and investing. I have been with her for over 15 years and I highly recommend Kimmy!
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November 2023 by stan wittmayer
We met with Kimmy a year before I was to retire. That was about 10 years ago. I was initially impressed and decided to go with Kimmy to manage our retirement.As the years have past, the one thing I know is that Kimmy will manage your finances with your shared goals as if it was her money.What’s important to know is Kimmy is committed to you, the investor.And, as intelligent as she is with investing, she is an amazing and wonderful person. We have met her husband and son and such a wonderful family they are.If you are looking for someone that really cares about you as a person and also is an excellent financial advisor, Kimmy Wan is your best choice.
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February 2022 by Huihui Xu
Kimmy is always enthusiastic about her work and holds high standards on her clients’ satisfaction. Kimmy is committed to have her clients’ individual financial needs as top priority and offers a respected and trusted financial planning and wealth management service. Kimmy maintains a dedication to professionalism and responsiveness. With many years of experience serving as financial advisor, Kimmy is highly skilled, knowledgeable, and thorough.
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February 2022 by James L. Blocker
Kimmy's advice is always solid and really thought out. She is extremely knowledgeable & keeps me updated via email and Zoom. She always takes time to explain any questions I may have.
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February 2022 by Jon Wei
Kimmy has broad knowledge of investment strategies. She is specialized in building diversified portfolio to meet client's unique needs and long-term financial goals. She is passionate about her work and I am impressed by her diligence. She is the one I can trust, very professional and responsive, and help me feel secure in my financial situation. I would highly recommend her.
