Kim Helm

Financial Advisor
Kim Helm

My Story

Coming soon…

How I’m expanding what’s possible with money

I’m saving for a trip to Puerto Rico (with some clases de español in the interim)! I’m also paying down student loan debt and saving for a condo in the longer-term future.

Outside of work, my passions include

Reading, podcasting, and exploring LA! I recently realized I’ve lived most of my life in Los Angeles and have never really gotten to know it. So, I try to spend at least 2 to 3 days per month being a tourist (which means hiking/museum/attraction recommendations are very welcome!).

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Simplify your life with a plan that connects your money to what matters most.

Simplify your life with a plan

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