If you have a 401(k), an IRA or a life insurance policy, you’re likely familiar with a beneficiary designation form and how it works. Anread more
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.