Blomberg & Tolson Financial Planning and Insurance Services is a financial services and financial planning firm based in Danville, California. Founded in 1992 by Russ Blomberg, and now run by Russ's daughter Sarah Tolson Kim, Sarah offers expertise in financial planning and providing business, personal, and corporate insurance and financial strategies.

Your legacy is an extension of you; your life's work, your family, your dreams.

Ensuring that your family's legacy can live on and flourish is part of the American Dream. For over two decades, Russ Blomberg, now retired, was dedicated to helping clients achieve financial success from one generation to the next. In 2006, Russ's daughter, Sarah Tolson Kim, joined the family practice to help the next generation of clients achieve thier dreams and Sarah now carries on the tradition. 

Sarah believes it's never too early or too late to start a personalized wealth-building strategy. Taking the first step is the most empowering action you can take for yourself and your family. Sarah strives to develop long-term relationships based on trust and understanding. Her goal is to present options and alternatives to our clients so that they can make informed decisions to help protect thier families and businesses.

Having developed relationships with some of the most successful professional assets managers, CPAs, attorneys, and leading insurance companies, Sarah provides comprehensive customized financial plans to help ensure that your legacy will live on. Please view our Customer Relationship Summary.