Meet The Team
Based in Chico, CA, Embrace Wealth Management offers tax-efficient financial strategies for women executives and retirees aiming to grow and protect wealth while minimizing taxes. Our services include financial planning, retirement income planning, tax planning, estate planning, investments, and insurance. Plus, our adorable dog🐕is ready to serve.
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Kim N. Huber, CFP® Chico, CA
Family Wealth Advisor & Founder
CA Insurance Lic # 0B53200
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Deborah L. Burdick
Client Services Associate
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Amber I. Kodad, CFP®, MBA
WCG Director of Financial Planning
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Raymond J. Bell
WCG Advanced Insurance Consultant
CA Insurance Lic # OH36213
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Berta Huber, MVP
Director of Happiness
🔍 Why do people hire us? We’re often asked, "My advisor only talks about investments, but I also need tax and retirement advice. Can you help with that?" Yes, we can. 🎯
We Are Comprehensive
We are dedicated to assisting women executives and retirees with financial and retirement strategies optimized for tax efficiency. We aim to reduce lifetime tax liabilities while growing and safeguarding your long-term wealth. We're committed to making a positive difference in the world through our service offerings and investment strategies. We deliver comprehensive financial guidance encompassing all facets of your financial life, including taxes, insurance, legal considerations, and estate planning.
We Are Independent
At Embrace Wealth Management, we believe in independence and freedom of choice. ⚖️ We can work with any broker/dealer we choose because we don't have proprietary products. Our team of financial professionals is connected with LPL Financial and WCG Wealth Advisors, which means we have access to thorough economic research and the ability to offer our clients unbiased financial advice and advanced technology. We are committed to providing you with the best possible guidance and tools to help you achieve your financial goals.
Securities are offered through LPL Financial, Member FINRA/SIPC. WCG Wealth Advisors, LLC, a Registered Investment Advisor, offers investment advice. WCG Wealth Advisors, LLC, and Embrace Wealth Management, LLC are separate entities from LPL Financial. Based in Chico, CA
Our Memberships & Associations
Voted Best of Chico
Financial Planner
Voted “Best Financial Planner” in Chico News & Review Readers’ Poll