Meet Kim Knotts

Each Client Deserves a Personalized Portfolio Tailored To Their Unique Financial Goals

Kim flourished as a young businesswoman, entering the world of financial planning and accounting at a young age.

She is a native of Northern California who was born in San Francisco and grew up in the Granite Bay & Loomis area where she currently resides with her husband and four children.  Her favorite part of living in the Foothills is her love of the outdoors.  The community and surroundings of Northern California have made the area a wonderful place to grow up and call home for her own family.  

Her passion for yoga, wellness and planning have brought Kim to where she is today in a place where her joy comes from helping others find financial wellness.  A foundation in tax and accounting, coupled with a real estate broker’s license has allowed Kim to create a center to help those with a full financial plan.  A wellness center for your finances.


Kim Enjoys Helping Clients

She has a Bachelor’s of Science in Finance, as well as a Master’s of Science Business Administration (MSBA, Taxation).  She is also credentialed as an enrolled agent and is a Registered Investment Advisor, a Registered Securities Principal and holds Securities licenses as a 24, 7, 63 & 65.  She is licensed as a life & health agent, a real estate broker, and a mortgage loan originator. Kim she brings a wealth of knowledge in matters of tax and investment strategies as they relate to financial planning, real estate investing and overall life planning.  Specializing in matters such as 1031 exchanges, IRA real estate holdings and portfolio management, Kim’s expertise helps the most sophisticated of client’s navigate the ways through their financial plans.

Kim uses technology and prides herself on her green style office where virtually all work is done on a paperless platform.  Staying up to speed with the current technology and systematically trying to implement plans to make life simpler for her clients with lessor paperwork is a matter Kim takes great pride in.  She is licensed in California and Nevada, and enjoys working with clients with complex situations, and desires for an exclusive quality of life.