Kimberleigh Williams

Kimberleigh Williams, CFP®

Senior Wealth Manager
Shareholder
(650) 854-9150 LinkedIn

Based on her own personal experiences, Kimberleigh Williams has always had a deep passion for empowering women around finance. She knows firsthand the meaningful victories that both men and women can experience when taking charge of their financial life and tapping into the kind of expert guidance she provides our clients in wealth management, estate planning, and customized portfolio management.

Kimberleigh rose to the position of Senior Wealth Manager over her more than 20 years at Sand Hill. She sees her educational background in psychology as a strong resource in helping her relate personally to clients who are transitioning through major life changes such as retirement or the loss of a spouse, parent, or other loved one. Kimberleigh finds deep personal satisfaction in helping clients successfully navigate change, and prides herself on being a resource every step of the way to help them ensure they are meeting their goals and adapting their plan as needed. She works closely with her clients and their professional team of attorneys and CPAs to assist with wealth transfer, division of assets, and cash flow analysis to help them achieve the best possible outcomes.

Kimberleigh is an active member of the Palo Alto University Rotary Club, and lives by the motto, “Service Above Self.” As a mother, she knows how important a strong financial education is for the next generation and her daughter has the great fortune of growing up benefitting from that passion.

Latest Blog Posts by Kimberleigh Williams

Nov 5, 2019
The Importance of the Family Meeting
The Importance of the Family Meeting

When Gloria Vanderbilt, the great-great-granddaughter of a railroad tycoon with significant wealth, passed away this summer at age 95, the subject of her fortune and

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Apr 24, 2019
It’s Time to Get REAL, California
It’s Time to Get REAL, California

If Dante’s Inferno had named a 10th circle of hell, it might have been called the “Line at the Department of Motor Vehicles (DMV)”. The

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Jan 30, 2019
Home Swapping in Paradise
Home Swapping in Paradise

Gorgeous weather, fantastic food and easy access to both the mountains and beaches make Northern California an extremely attractive place to live and one of

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Oct 30, 2018
Can You Trust Your Trustee?
Can You Trust Your Trustee?

In the simplest of terms, a trust is a financial arrangement that allows another person, known as the trustee, to hold assets for the well-being

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Jul 31, 2018
Special Needs Families: Now ABLE to Save
Special Needs Families: Now ABLE to Save

When parents are asked what they want for their children in life, the answers you are most likely to hear are “to be happy and

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Apr 26, 2018
Estate Planning for Your Digital Assets
Estate Planning for Your Digital Assets

As our lives are increasingly spent online from bill pay, to email and blogs to Facebook and Instagram, have you thought about what happens to

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Nov 7, 2017
Initial Steps to Take for Widows
Initial Steps to Take for Widows

The death of a spouse can be one of the most stressful events you’ll ever experience. Even if it is expected after a long illness

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Oct 10, 2017
You Established a Trust! But Did You Properly Fund It?
You Established a Trust! But Did You Properly Fund It?

Many years ago, I was meeting with some new clients: a married couple in their 50’s with several million dollars in assets. They’d provided copies

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Aug 2, 2017
Planning for Children with Special Needs
Planning for Children with Special Needs

Every parent can probably remember being asked when they were expecting, “Are you hoping for a boy or a girl?”  The quick answer, of course,

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