About Kerri Kimball

Kerri is an independent wealth advisor, CERTIFIED FINANCIAL PLANNER^®, and Chartered SRI Counselor™, creating customized solutions for high-net-worth women and their families.  She has more than 30 years of financial planning and advisory experience.  As co-founder and managing partner of Apogee Wealth Advisors, she functions as her clients’ trusted advisor on all matters affecting their financial planning, investments, and insurance.

Kerri’s clients are goal-driven and seek to align their spending and investing with their values.  They’re focused on living a healthy lifestyle, taking care of the planet, growing their assets responsibly, and treating all people with respect.  They seek to partner with her to build and preserve their assets to prepare for life’s significant moments.

Kerri writes the firm's Market Update & Outlook newsletter and hosts regular seminars on impact investing, wellness, and other client-centered topics.  She has also contributed to a number of publications, including the Wall Street Journal, Bloomberg Businessweek, Financial Planning Magazine, and CNN Money, and co-authored the Amazon bestseller Redefining Success:  Real Women, Real Stories, Real Inspiration.

In addition to holding the CERTIFIED FINANCIAL PLANNER^® and Chartered SRI Counselor™ certifications, Kerri is a wealth advisor and life insurance broker and holds the FINRA Series 7, 24, 63, and 65 securities registrations.  She earned a B.S. double major in business administration and finance from Brigham Young University.

After living in New York for 24 years, Kerri is thrilled to have recently moved back to her native San Francisco area with her two sons.  Together they enjoy hiking, bike-riding, swimming, and playing fetch with their mini bernedoodle Billy.