Kimberly Terry, CFP®, AIF

CONNECT

Address:

2323 Broadway
Oakland, CA 94612

Phone:

510-788-4071

Financial Planning

Customized Financial Plans 

The financial planning process begins with getting to know you on a deeper level, understanding your values and establishing your priorities.

Planning services include an assessment of your current financial situation, developing financial goals and strategies, selecting the right mix of assets and assistance with implementing and monitoring your plan.

Kimberly will take you through the financial planning process step-by-step, keeping things simple for you, even for the most complex portfolios.

 

Tailored to Your Financial Goals and Values

  • Retirement
  • Estate planning
  • Insurance 
  • Education
  • Budgeting, and other financial needs
  • Investment advice
  • Portfolio management

 

Small Businesses and Non-Profits

Kimberly is passionate about helping small business owners and non-profits who are committed to sustainability and responsible business practices.

She will help your business make a positive impact for your future, your employees futures and your community. She provides one-on-one assistance to your individual employees.

Selecting an SRI Advisor

Sustainable, responsible and impact investing (SRI) using environmental, social, governance (ESG) criteria is both a science and an art. SRI involves much more than integrating a few "SRI/ESG" mutual funds, incorporating a handful of investments based on SRI ratings or using an ESG computer program. 

If SRI is for you and you want an ESG screened portfolio it is important to work with an advisor who is a specialist and 100% committed to this investment discipline. Institutional knowlege, wisdom and memory are a valuable component when selecting your advisory team.

Essential criteria to consider when selecting the right SRI advisor:

  • Designations that include: CFP® Professional and Accredited Investment Fiduciary™ 
  • Planning services focused on aligning financial goals with values
  • SRI/ESG investment portfolios allocated across all asset classes
  • Shareholder activism to address important corporate issues 
  • Affiliated with the leading SRI/ESG organizations such as First Affirmative's nationwide network of advisors and The Sustainable Investment Foundation (US SIF)

 

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Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck