Kimberlee Davis - Balance and Gratitude

As a Bahnsen Group Managing Director/Partner, Kimberlee specializes in personal wealth advising and oversees financial and retirement planning solutions for high net worth individuals and multi-generational families. She creates, and guides implementation of, cohesive strategies that incorporate all aspects of clients’ financial lives.Kimberlee’s proficiency also includes helping individuals transition to financial independence after life-altering events such as death or divorce. She is a Certified Divorce Financial Analyst®, and has strong experience and knowledge that enables her to analyze and consult on, both the short and long-term financial impact of a range of divorce settlements. These skills, coupled with her wealth management experience, provides an experienced voice for any pre/post-divorce team.Kimberlee has established The Fiscal Feminist, a platform from which she strongly advocates for women through her passion to empower and educate them concerning their finances.

Find out more about Kimberlee at:

https://www.linkedin.com/in/daviskimberlee/