Sarah Tolson Kim

Credentials:
  • CFP®

Focus: Insurance Strategies, LGBTQ, Investment Strategies, Business Owners, Retirement Income Planning, College Funding Strategies, Estate Planning, Charitable Giving, Financial Education, Risk Management Strategies, Business Succession Planning, Group Benefits

Languages: English

Preparing for that next step in life isn’t always easy. My combination of experience, professionalism and access to a wide variety of products and services can help you meet your financial goals, estate strategies and insurance needs. Whether your goals include preparing for milestone life events like retirement or college, or whether you’re simply looking for life, disability income or long-term care insurance protection, I promise you a new level of attention, insight and capability. Contact me to discuss your financial future.

See Sarah’s Licenses and Disclosures

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

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Danville Satellite Office

Satellite Office

4115 Blackhawk Plaza Cirlce Suite #100
Danville, CA 94506

CRN202207-267436