Kim S. Smith

  • MBA
  • LUTCF®

Focus: 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

Languages: English

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 ( Supervisory address: 3003 Oak Road, Suite 250  Walnut Creek  CA  94597



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


Walking Dogs

Community Involvement

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

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MassMutual Northern California

Main Office

3003 Oak Road Suite 250
Walnut Creek, CA 94597-4541

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