Kimberlee Davis
Partner, Managing Director;Author and The Fiscal Feminist
- Role
- the Fiscal Feminist at The Bahnsen Group
- Location
- Newport Beach, CA, US
- LinkedIn followers
- 500 followers
About Kimberlee Davis
The Bahnsen Group has built a strong reputation for delivering investment strategies and wealth management experiences. Our philosophy is our passionate commitment to the idea that a successful wealth management strategy comes from knowing our clients, and truly understanding their needs.Our vision is to be a quality provider of wealth management services to all those within our sphere of influence. We do not want to merely be great; we want to be extraordinary in the size and scope of our business, but, more importantly, extraordinary in the impact we have on our clients’ financial lives.The Bahnsen Group views Wealth Management as a combination of Investment Management, Advanced Planning, and Relationship Management. Our Financial Concierge Services integrates each of these elements to provide clients a cohesive and holistic experience.These services are provided by a highly specialized network of professionals with whom we’ve spent months and years cultivating relationships. While many of our services are insourced (where we’ve added people and skills within our team), many services we outsource (while still quarterbacking) so our clients have their own “family office” working for them. These services and resources will further enhance the value of your Bahnsen Group experience.Securities offered through HighTower Securities, LLC. Member FINRA/SIPC, HighTower Advisors, LLC is a SEC registered investment Adviser.
Experience
the Fiscal Feminist
Sep 2019 — Present · Newport Beach, CA, US
The Fiscal Feminist - an educational platform created to educate and improve financial literacy and strategy for women, and to inspire them to be CEOs of their destinies. Author of The Fiscal Feminist-A Financial Wake-Up Call for Women.
Education
Georgetown Law
Juris Doctor, Law
1980 — 1983
Georgetown University
BSFS, International Economics
1976 — 1980
Skills
- Private Equity
- Strategic Planning
- Financial Planning
- Strategic Financial Planning
- Contract Negotiation
- Selling
- Start-Ups
- Investments
- Business Planning
- Budgets
- Finance
- Business Development
- Wealth Management
- Mutual Funds
- Legal Issues
- Marketing Strategy
- Sales
- Strategy
- Management
- Real Estate Transactions
- Customer Service
- Real Estate
- Marketing
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