MassMutual financial professional.

Kim S. Smithemail

  • Professional Story

    I provide total financial needs analysis through a network of experienced professionals with detailed knowledge in: advisory services, retirement planning, estate strategies, employee benefit and retention services, business continuation strategies, and trust services.

    I pride myself in getting to know each client so that I can understand their individual needs and what matters most to them. This helps me recommend products and strategies designed to meet their current, and more importantly, future needs.

    I am licensed to sell insurance in: CA Insurance License Number 0I2431

    I am a registered representative of and offer securities and investment advisory services through MML Investors Services, LLC, Member SIPC (www.sipc.org). Supervisory address: 3003 Oak Road, Suite 250  Walnut Creek  CA  94597

     

    Education

    Pittsburg State University (1984-1988) Bachelors
    California State University East Bay (2003-2004) MBA

    Hobbies

    Reading
    Golf
    Wine
    Walking Dogs
    Travel

    Community Involvement

    Sandra J. Wing Healing Therapies Board of Directors
    Rotary Club of Alamo Past President
    Horizons Foundation Professional Action Committee
    Trustegrity
    Danville Area Chamber of Commerce

  • Languages:
    • English

  • Credentials:
    • MBA
    • LUTCF®
    • CLTC®

  • Specialties:
    • Insurance Strategies
    • Investment Strategies
    • Business Owners
    • LGBTQ
    • Retirement Income Planning
    • Retirement Strategies
    • College Funding Strategies
    • Charitable Giving
    • Group Benefits
    • Business Succession Planning
    • Estate Planning
    • Financial Education
    • Student Loan Refinancing
    • Risk Management Strategies

Check the background of this investment professional on FINRA’s BrokerCheck

See Kim’s Licenses and Disclosures

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