Kim joined Bailard in 1996. She works with private clients, developing their investment strategies, advising them on financial planning, and maintaining their accounts. Kim received a BA in economics from Santa Clara University in 1995 and earned her CERTIFIED FINANCIAL PLANNER™ designation in 1999.
We’ve contributed to other causes, but these three groups speak to core values we’re trying to tackle.
Bay Area firm Bailard’s new foundation tackles issues such as affordable housing and homelessness.