Wealthy by Design: A 5-Step Plan for Financial Security

Wealthy by Design: A 5-Step Plan for Financial Security

by Kimberly Foss

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Product Details

BN ID: 2940016595528
Publisher: Greenleaf Book Group, LLC
Publication date: 06/18/2013
Sold by: Barnes & Noble
Format: NOOK Book
Pages: 192
File size: 2 MB

About the Author

Kimberly Foss, CFP, CPWA, is the president and founder of Empyrion Wealth Management, which has been named one of the nation’s top wealth managers by Bloomberg’s Wealth Manager Magazine. She has more than twenty-six years of experience helping people achieve their financial goals. After beginning her career with Merrill Lynch, she started her own advisory firm to fulfill her commitment to helping clients make smart financial decisions and avoid costly mistakes.

Each year since 1998, Kimberly has been awarded the DALBAR seal, a designation awarded to financial professionals who meet stringent requirements of the SEC and receive high ratings from their clients. She is also a member of the Investment Management Consultants Association.

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