Kim Huber
Family Wealth Advisor, Founder at Embrace Wealth Management | Chico, California, United States
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Kim Huber is a seasoned Family Wealth Advisor and the Founder of Embrace Wealth Management, bringing over 25 years of invaluable experience in guiding families through both prosperous and challenging financial life transitions. Based in Chico, CA, Kim has cultivated a diverse clientele across the United States, specializing in tax-optimized retirement and financial planning services. Her approach is particularly focused on empowering women executives and retirees, providing tailored advice that emphasizes reducing lifetime taxes while building and protecting sustainable wealth.
At Embrace Wealth Management, Kim leads key projects that integrate financial analysis with corporate sustainability practices, ensuring that her clients’ investments are not only low-cost and tax-efficient but also socially responsible. Her expertise in estate planning, retirement planning, and employee benefits design allows her to craft comprehensive strategies that align with her clients' unique financial goals and values. Kim’s commitment to public speaking and education further enhances her role, as she actively shares insights on navigating complex financial landscapes and making informed investment decisions.
In an ever-evolving financial environment, Kim Huber stands out for her ability to discern when to stay the course and when to pivot, helping families achieve their long-term financial aspirations. Her dedication to fostering sustainable wealth reflects her belief that responsible investing can lead to both financial success and positive societal impact. With a focus on personalized service and a holistic understanding of wealth management, Kim continues to be a trusted advisor for those seeking to secure their financial futures.
Family Wealth Advisor, Founder at Embrace Wealth Management in March 2020 to Present
CERTIFIED FINANCIAL PLANNER™ at Clario Financial in June 2017 to March 2021
CERTIFIED FINANCIAL PLANNER™ at RedRock Financial & Insurance Services, Inc. in August 2005 to May 2017
Senior Financial Consultant at U.S. Bancorp Investments, Inc. in October 1998 to March 2005
Senior Financial Services Representative at MetLife Resources (consolidated Security First Group) in June 1995 to September 1998
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RightCapital (financial planning software)
Financial Analysis
Customer Relationship Management (CRM)
Risk Management
Group Insurance
Employee Benefits Design
Defined Benefit
Defined Contribution
Cash Management
Financial Services
Tax Planning
Estate Planning
Financial Risk Management
Investment Strategies
Financial Planning
Portfolio Management
Investment Management
Public Speaking
Community Outreach
Corporate Sustainability
Retirement Planning
Investments
Wealth Management
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Discover more about Embrace Wealth ManagementWhat is Kim Huber email address?
Email Kim Huber at [email protected]. This email is the most updated Kim Huber email found in 2026.
What is Kim Huber phone number?
Kim Huber phone number is +15305214412 and +15303494738.
How to contact Kim Huber?
To contact Kim Huber send an email to [email protected]. If you want to call Kim Huber try calling on +15305214412 and +15303494738. (updated on October 30, 2024)
What company does Kim Huber work for?
Kim Huber works for Embrace Wealth Management
What is Kim Huber's role at Embrace Wealth Management?
Kim Huber is Family Wealth Advisor, Founder
What industry does Kim Huber work in?
Kim Huber works in the Financial Services industry.
Kim Huber Email Addresses
Kim Huber Phone Numbers
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