Sarah Tolson Kim
Sarah Tolson Kim, CFP®
CERTIFIED FINANCIAL PLANNER™ practitioner, Founder
Sarah Tolson Kim, CERTIFIED FINANCIAL PLANNER™ practitioner, is passionate about helping women design financial plans tailored to their unique goals and lifestyles. As the Founder of the Girls Just Gotta Have Funds team, Sarah combines her expertise with her dedication to empowering women to secure their financial futures. She thrives in a client-focused culture, motivated by her desire to make a positive impact on people's lives.
With a Bachelor of Science in Business from Indiana University's prestigious Kelley School of Business, Sarah brings both academic excellence and a legacy of financial expertise as a second-generation financial planner. Her journey began in retail merchandising, where she held corporate buying roles at Marshall Fields/Target Corporation and Abercrombie & Fitch. In 2006, she joined her family’s financial planning firm, seamlessly blending her business acumen with her passion for personalized financial guidance.
Sarah specializes in creating tailored financial strategies that address the unique needs of women and families. She is an active leader in her community and profession, serving on the Board of Directors for the Junior League of the Oakland-East Bay and the Financial Women of San Francisco. A captivating speaker, Sarah has presented at prominent events like UC Berkeley’s Women In Leadership Conference and the East Bay Women’s Conference. Currently, she is writing a book to make financial planning accessible for women with young families.
Beyond her professional endeavors, Sarah finds balance through golf, cooking, and traveling with her husband and two young children. Her personal experiences deepen her understanding of the diverse aspirations of her clients. Whether you're launching your career, growing your family, or planning for retirement, Sarah and the Girls Just Gotta Have Funds team are ready to guide you every step of the way.
Sarah looks forward to connecting with you, please reach out.
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skim@financialguide.com
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(925) 736-3024
Neither MML Investors Services, LLC. nor its representatives, can assist with digital asset purchases or sales or otherwise provide investment advice concerning digital assets, such as cryptocurrencies. Any information provided is educational in nature and should not be relied upon to make digital asset related decisions.
Why Sarah's Gotta Have Funds!
"I've always had a great relationship with money, even when I barely had any to relate to. I never fear not having it and never obsessed about what I had."
— Oprah Winfrey