Sarah Tolson Kim, Certified Financial Planner™ recipient, is passionate about building the next generation of her family’s legacy of personalized financial planning. Sarah is an entertaining and captivating public speaker; and she is currently working on a book about financial planning for women with young families. Sarah has a Bachelor of Science in Business from the Kelley School of Business at Indiana University. She joined her family’s firm in 2006 after several years in a successful retail merchandising career with Target Corporation and Abercrombie & Fitch. Sarah is a Registered Representative of MML Investors Services, LLC. and has her FINRA Series 7 and Series 66 registrations. Sarah is very active in the community and has served on the Board of Directors for the Financial Women’s Association of San Francisco, the East Bay Women’s Network, and the Junior League of the Oakland-East Bay.
Sarah Tolson Kim (CA Insurance License #0F43069) is a registered representative of and offer securities, investment advisory, and financial planning services through MML Investors Services, LLC. Member SIPC. (3003 Oak Road, Suite 250, Walnut Creek, CA 94597 (925) 979-2300). Blomberg & Tolson Financial Planning is not a subsidiary or affiliate of MML Investors Services, or its affiliated companies. CRN202410-1063867
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4115 Blackhawk Plaza Circle
Danville, CA 94506
Walnut Creek Office
3003 Oak Road
Walnut Creek, CA 94597