Member Contact Info
Market Region

Orange County

Sponsors

Premier Partners

Name

Kimberlee Davis

Title

Managing Director & Partner

Company

The Bahnsen Group

Work Phone

949-877-5016

Cell Phone

9492288264

Website

http://www.thebahnsengroup.com

Company Info
Biography

As a Bahnsen Group Managing Director and Partner, and the Financial Planning Director, I specialize in personal wealth advising and oversee financial and retirement planning solutions for high net worth individuals and multi-generational families.   I create, and guide implementation of, cohesive strategies that incorporate all aspects of clients’ financial lives.My proficiency also includes helping individuals transition to financial independence after life-altering events such as death or divorce.  I am a Certified Divorce Financial Analyst®, and have strong experience and knowledge that enables me to analyze and consult on, both the short and long-term financial impact of a range of divorce settlements.

I have also established The Fiscal Feminist, a platform from which I strongly advocate for women through my passion to empower and educate them concerning their finances. 

I joined The Bahnsen Group at Morgan Stanley in 2014 and was later part of the transition as the Group became an independent advisory firm and followed the “fiduciary” route in 2015.  I have a diverse background and more than 25 years of finance, legal and corporate experience. I formerly worked as a corporate securities lawyer, investment banker, and Chief Financial Officer.  I received my Bachelor of Science in Foreign Service/International Finance, at Georgetown University, and also, earned a Juris Doctor from Georgetown University Law Center.  I currently hold the Series 7 and 66 licenses and the California Life and Health Insurance License.

Primary Category

Wealth Manager