Kimberly Foss

CFP®, CPWA®

Empyrion Wealth Management, Inc.

President & Founder

Contact Me

Kimberly Foss

CFP®, CPWA®

Empyrion Wealth Management, Inc.

President & Founder

As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. - Kimberly Foss, CFP®, CPWA®

Contact Me

916-786-7626

Website

Fee-Only financial planner located in Roseville, CA, serving clients locally and across the country

Kimberly Foss is a Roseville, CA fee-only financial planner. Empyrion Wealth Management, Inc. provides private wealth managment and interactive financial planning and investing to help family stewards, women in transition and thriving retirees organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Kimberly Foss is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.

Kimberly Foss, CFP®, CPWA®, is the Founder and President of Empyrion Wealth Management™ and the New York Times bestselling author of Wealthy by Design: A 5-Step Plan for Financial Security  (see disclosures: http://bit.ly/34ScRKA). She brings both technical expertise and real passion to her work with her clients, including affluent family stewards, women in transition, and thriving retirees. Kimberly shows her clients that it’s possible to seize control of one’s own financial destiny. She has spent three decades helping others make wise investment choices while avoiding costly mistakes building wealth.

Kimberly began her career at Merrill Lynch as the youngest female account executive at the time. In 1989, she left the commission-driven environment of a stock brokerage firm to found E&A Investment Advisory, which was renamed Empyrion Wealth Management™ in 2002. Now she frequently shares her financial expertise with leading media outlets, including The Today Show, Good Morning America, CNBC, Fox News, Fox Business, The Wall Street Journal, MSN Money, Forbes, Investor’s Business Daily and U.S. News & World Report.

Kimberly holds the following important financial credentials and memberships:

  • Certified Financial Planner (CFP®) Kimberly has met rigorous standards and has agreed to adhere to the principles of integrity, objectivity, competence, fairness, confidentiality, professionalism, and diligence when dealing with clients.
  • Certified Private Wealth Advisor  (CPWA®) This certification is an advanced credential created specifically for wealth managers who work with high-net-worth clients, focusing on life cycle of wealth, accumulation, preservation, and distribution. This certification is given to candidates who learn to identify and analyze challenges high-net-worth individuals face, and understand how to develop specific strategies to minimize taxes, monetize and protect assets, maximize growth, and transfer wealth.
  • Financial Planning Association.   A member since 1991, Kimberly is dedicated to supporting the financial planning process in order to help people achieve their goals and dreams. The FPA believes that everyone needs objective advice to make smart financial decisions and that when seeking the advice of a financial planner, the planner should be a CFP® licensee.
  • B.S. in Business from Chico State, A California State University.

Kimberly Foss is a Member of the National Association of Personal Financial Advisors

The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.

NAPFA members live by three important values:

  • To be the beacon for independent, objective financial advice for individuals and families.
  • To be the champion of financial services delivered in the public interest.
  • To be the standard bearer for the emerging profession of financial planning.

Empyrion Wealth Management™ believes everyone, regardless of circumstance, has the opportunity to improve their lives through the choices they make. Our goal is to provide our clients with the tools and analysis to help them make the best financial decisions for themselves and their families. We understand that each person has their own distinct set of values, ambitions, and objectives, requiring a wealth management strategy tailored to meet their individual needs.

At Empyrion™, our mission is to help you make smart decisions about your money. To do so, we use client- centric consulting to determine what type of plan will keep you on track toward reaching your goals. We have designed this specifically to help us to achieve the following:

1. Understand your true financial goals
2. Create the best possible plan for achieving those goals
3. Keep us on track at each step of the process

Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.

Specialties

  • Comprehensive Financial Planning
  • Retirement Income Planning
  • Investment Management
  • College Education Planning
  • Tax Planning

Ideal Clients

  • Retirees and Near Retirees
  • Growing Families
  • Business Owners and Executives
  • Sudden Money Situations
  • Novice Investors

Working Together

  • In-Office Meetings
  • Virtual Meetings
  • Clearly Defined Fees
  • No Product Sales
  • Complimentary Initial Consultation

Professional Designations & Affiliations

  • National Association of Personal Financial Advisors (NAPFA)
    Kimberly Foss is a NAPFA-Registered Financial Advisor

    The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.

  • Certified Financial Planner (CFP)
    Kimberly Foss is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for Verification

    CFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.

  • Financial Planning Association
    Kimberly Foss is a member of The Financial Planning Association® (FPA®)

    FPA® is the largest membership organization for CFP® professionals in the U.S. and supports high standards of professional competence, ethical conduct, and clear, complete disclosure when serving clients.

  • CPWA - Certified Private Wealth Advisor
    Kimberly Foss is a Certified Private Wealth Advisor ® (CPWA®)

    The CPWA certification is an advanced professional education and certification for advisors who provide the breadth of specialized skills required to meet the needs of high-net-worth clients. This certification requires advisors to develop advanced knowledge and skills to address the wide range of complex issues faced by wealthy individuals and families, including portfolio strategies, wealth transfer, family dynamics, risk management, asset protection, closely-held business ownership, charitable giving, estate planning, retirement planning, and more. Fewer than 1% of financial advisors have achieved the CPWA certification.

Contact Kimberly Foss

916-786-7626

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Office Locations:

  • 3741 Douglas Blvd
    Suite 130
    Roseville, CA 95661

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