Kim S. Smithemail
MassMutual Northern California
Pleasanton, CA 94566
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, Risk Management Strategies
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