Kimberly Foss, CFP®, CPWA®

President and Founder at Empyrion Wealth Management
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I was born in Auburn, California, a town founded during the gold rush. One of Auburn’s original settlers was my great-great-grandfather, Daniel Austin Rice, the first Wells Fargo agent in the Sacramento Valley. A career in finance was always written in the stars for me. But it was a dream that was hard to come by. I grew up the youngest of six children from humble means. We didn’t have much, but one thing my parents gave me in abundance was the ability to dream. To achieve my dreams, I learned how to believe in myself. That belief landed me a job at Merrill Lynch, where I was the youngest female account executive at the time. It drove me to leave the commission-driven environment of a stock brokerage firm to establish Empyrion Wealth Management. And it led me to write “Wealthy by Design: A 5-Step Plan for Financial Security,” which made it to #7 on The New York Times Bestsellers List*. (*Important SEC, NY Times Disclosure Information Below)

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  • Most who are serious about investing in wine tend to be at the high-net-worth end of the spectrum. They’re passionate about wine and they’ve taken the time to educate themselves thoroughly in the finer points of the assets and are likely to know what constitutes a good investment. The pleasure in the investment is actually having the wine in their possession.

    27 February 2022
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    27 February 2022
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