What Clients Are Saying
At Embrace Wealth Management, each client has a unique financial path. We understand their individual needs and tailor our guidance to fit their goals. Here are some kind words from clients whose financial lives we've positively impacted.
Kim is the best!!! She cares about her clients. She is intelligent, level-headed, understanding, and sometimes realizes what you need before you do.
~ George & Lori (Clients since 2017)
Dear Kim,
Meetings in your office are always a pleasant experience. You are friendly, enthusiastic, and professional in all your ways. You have a special gift for extracting critical financial details. You helped us understand what we want in our future home and how to get our estate-planning documents together. You helped us realize our actual needs and goals and helped us stay on track. Signing up with you and Embrace Wealth Management has been one of our most important decisions. We appreciate you so much.
~ David & Andrea (Clients since 2022)
Our experience with Kim is one of mutual respect over many years. She is good at helping with complex concepts. She makes us feel secure when things seem chaotic in the financial world.
~ David & Brenda (Clients since 2003)
These statements were provided by Embrace Wealth Management clients, with permission to publish them. No person was compensated for the testimonials presented here. Individual outcomes are unique and personal, and one person's experience should not be considered a guarantee of identical results for others.
Voted Best of Chico
Financial Planner
Voted “Best Financial Planner” in Chico News & Review Readers’ Poll
