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Kim Murphy, Financial Advisor

FINANCIAL ADVISOR
Kim I Murphy

CEPA®, AAMS™
3510 Unocal Place, Suite 115, Santa Rosa, CA 95403opens in a new window
Accepting New Clients
Serving clients with $1,000,000
CallSend Me a Message

Focus Areas

  • Estate & Legacy Strategies
  • Intergenerational Planning
  • Retirement Income Strategies
  • Wealth Strategies
  • Business Retirement Plans
  • Sustainable investing

About Kim

I have held a variety of strategic senior management positions in the financial services and technology industries within large global companies. Prior to joining Edward Jones, I owned a marketing strategy development company and was a vice president for Fireman's Fund Insurance Company, an Allianz Company.

Education:
- BA – management and psychology – Sonoma State University, 1977
- MBA – marketing and finance – Golden Gate University, 1987
- College for Financial Planning - Accredited Asset Management Specialist™, or AAMS™, designation, 2007
- Exit Planning Institute - Certified Exit Planning Advisor® designation, or CEPA®, designation, 2023

I am committed to volunteering my time to help...

Work History

  • Edward JonesApril 2002 to Current

Certifications

  • CEPA®

    Certified Exit Planning Advisor®

  • AAMS™

    Accredited Asset Management Specialist™

Education

  • Golden Gate Univ-San FranciscoMaster of Business Admin
  • Sonoma State UniversityBachelor of Arts

Personal Interests

  • Horseback Riding
  • Camping
  • Golfing
  • Art Collecting
  • Animal Rescue

Team Members

  • Katie Rogina
    Sr. Branch Office Administrator
  • Cathleen Joyce
    Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 05:00PM
Tue 08:00AM - 05:00PM
Wed 08:00AM - 05:00PM
Thu 08:00AM - 05:00AM
Fri 08:00AM - 01:00PM
Sat Closed
Sun Closed

Additional Hours

  • Evenings
  • Web Conferencing

Phone

(707) 545-0450

Fax

(866) 346-3985

Office Address

3510 Unocal Place
Suite 115
Santa Rosa, CA 95403opens in a new window

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