Kimberly Foss (CFP®, CPWA®, Other)

Kimberly Foss focuses in the
following client markets or areas of practice:

  • College/Education Planning
  • Estate & Generational Planning Issues
  • High Net Worth Client Needs
  • Investment Advice with Ongoing Management
  • Retirement Plan Investment Advice
  • Women's Financial Planning Issues

Planning Specialties

Kimberly brings both technical expertise and real passion to her work with her clients, including affluent family stewards, women in transition, and thriving retirees. Kimberly shows her clients that it's possible to seize control of one's own financial destiny.

Additional Information

Kimberly Foss is President and Founder of Empyrion Wealth Management, Inc. Kimberly works to encourage her clients to stay the course with disciplined guidance, personalized planning and sophisticated strategies. She proudly upholds the Certified Financial Planner™ (CFP®) and Certified Private Wealth® (CPWA®) designations and is a New York Times Bestselling author of 'Wealthy by Design: A 5-Step Plan for Financial Security.' (see disclosures: ).

As a thought leader, Kimberly appears on major televsion news programs like Fox News, Fox Business, CNBC, Good Morning America and TODAY.

NAPFA Start Date

August 09, 2018


This Office

3741 Douglas Blvd Ste 130 Roseville, CA 95661-4256