Kimberly Foss

Senior Wealth Advisor i, Certified Ascend Advisor @Mercer Advisors

Roseville, CA, US
EMAILS
k••••@merceradvisors.com
MOBILE NUMBERS
+19•••••••59

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WORK HISTORY

Jan 2023 — Present

Senior Wealth Advisor i, Certified Ascend Advisor @Mercer Advisors

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Sacramento, CA, US

I am excited to announce that I am now part of Mercer Advisors, a full-service wealth management firm. Empyrion Wealth Management where I founded the firm and served as CEO has recently joined forces with Mercer Advisors to offer our clients a more comprehensive services. I look forward to continuing to serve my clients and helping them to achieve financial freedom.

EDUCATION

N/A

California State University, Chico

Bachelor of Science - BS, Marketing and Finance

ABOUT KIMBERLY FOSS

I was born in Auburn, California, a town founded during the gold rush. One of Auburn’s original settlers was my great-great-grandfather, Daniel Austin Rice, the first Wells Fargo agent in the Sacramento Valley. A career in finance was always written in the stars for me. But it was a dream that was hard to come by. I grew up the youngest of six children from humble means. We didn’t have much, but one thing my parents gave me in abundance was the ability to dream. To achieve my dreams, I learned how to believe in myself. That belief landed me a job at Merrill Lynch, where I was the youngest female account executive at the time. It drove me to leave the commission-driven environment of a stock brokerage firm to establish Empyrion Wealth Management. And it led me to write “Wealthy by Design: A 5-Step Plan for Financial Security,” which made it to #7 on The New York Times Bestsellers List*.(*Important SEC, NY Times Disclosure Information Below)It all comes down to the power of choice — and my life’s work is to give that power to my clients, including affluent family stewards, women in transition, and thriving retirees. As a fiduciary, I strongly believe in putting people over profit and service above self. My priority is to provide my clients with the independent advice, tools, and analysis they need to make the best financial decisions for themselves and their families. Backed by a research-driven, disciplined, and diversified investment philosophy, I guide my clients to new levels of financial abundance and security, so they can soar farther in life than they ever dreamed possible.I’m also proud to be one of the industry’s leading personal financial experts and thought leaders. I share my expertise on the markets, financial planning, and investing with some of the nation’s most reputable media outlets, including The Today Show, Good Morning America, CNBC, Forbes, The Wall Street Journal, Fox News, Fox Business, MSN Money, Investor’s Business Daily, and U.S. News & World Report.Empyrion Wealth Management is a tradename. All services provided by Empyrion Wealth Management investment professionals are provided in their individual capacities as investment adviser representatives of Mercer Global Advisors Inc.(“Mercer Advisors”), an SEC registered investment adviser principally located in Denver, Colorado, with various branch offices throughout the United States doing business under different tradenames, including Empyrion Wealth Management.

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Kimberly Foss — Email, Phone Number & Contact Info | Unifers