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  • Sarah Tolson Kim, CFP®

    Women's Wealth Advisor

  • 4115 Blackhawk Plaza Circle, Suite 100
    Danville, CA 94506

    3003 Oak Road, Suite 250
    Walnut Creek, CA 94597


Danville Office: Located in the Danville Business Center in the Blackhawk Plaza shopping center. We are on the 1st floor in Suite 100.

Walnut Creek Office: Located off of the Treat Boulevard exit from 680. We are at 3003 Oak Road, on the 2nd floor in Suite 250.

Let us know how we can help. Visit our Financial Services Representatives at a local office near you and start crafting your strategy to help secure your financial future today.