This is a special edition of The Fiscal Feminist featuring a robust discussion with David Bahnsen, Managing Partner and Chief Investment Officer of The Bahnsen Group, and Kimberlee Davis, addressing the nuances of the financial advisory landscape, what approach to portfolio construction a new investor should take, and investment strategy and resources for women to […]
Hello Fiscal Feminist Faithful! I had the recent pleasure of appearing on the Money Matters Top Tips Podcast. Show host Adam Torres and I got to chat about my journey of becoming a financial advisor, the work we practice at The Bahnsen Group, and what inspired me to become the Fiscal Feminist. I welcome you […]
*The following incident involved my personal identity, personal phone number and personal financial accounts. My professional communications with The Bahnsen Group, occur through a highly encrypted system that is protected to a strong industry standard, and none of my professional communications were compromised. Special thanks to Kenny Molina, Associate, Solutions and Analytics, at The Bahnsen […]
By Kimberlee Davis, J.D., CDFA® Kimberlee Davis is a Partner and Managing Director in The Bahnsen Group, a wealth management practice with offices in Newport Beach, California and New York City. Click Here to Subscribe to The Fiscal Feminist It was a usual Monday morning…until it wasn’t… It was a sunny Monday morning and […]
By Kimberlee Davis, J.D., CDFA® Kimberlee Davis is a Partner and Managing Director in The Bahnsen Group, a wealth management practice with offices in Newport Beach, California and New York City. She is the Financial Planning Director and a Certified Divorce Financial Analyst. Click Here to Subscribe to The Fiscal Feminist Changing the love […]
By Kimberlee Davis, J.D., CDFA® Kimberlee Davis is a Partner and Managing Director in The Bahnsen Group, a wealth management practice with offices in Newport Beach, California and New York City. She is the Financial Planning Director and a Certified Divorce Financial Analyst. Introducing The Fiscal Feminist – Because […]
The Bahnsen Group is registered with HighTower Securities, LLC, member FINRA and SIPC, and with HighTower Advisors, LLC, a registered investment advisor with the SEC. Securities are offered through HighTower Securities, LLC; advisory services are offered through HighTower Advisors, LLC.
This is not an offer to buy or sell securities. No investment process is free of risk, and there is no guarantee that the investment process or the investment opportunities referenced herein will be profitable. Past performance is not indicative of current or future performance and is not a guarantee. The investment opportunities referenced herein may not be suitable for all investors.
All data and information reference herein are from sources believed to be reliable. Any opinions, news, research, analyses, prices, or other information contained in this research is provided as general market commentary, it does not constitute investment advice. The team and HighTower shall not in any way be liable for claims, and make no expressed or implied representations or warranties as to the accuracy or completeness of the data and other information, or for statements or errors contained in or omissions from the obtained data and information referenced herein. The data and information are provided as of the date referenced. Such data and information are subject to change without notice.
This document was created for informational purposes only; the opinions expressed are solely those of the team and do not represent those of HighTower Advisors, LLC, or any of its affiliates.
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about the author
Kimberlee A. Davis – J.D., CDFA
Kimberlee specializes in personal wealth advising and oversees financial and retirement planning solutions for high net worth individuals and multi-generational families. She is a Certified Divorce Financial Analyst® that enables her to analyze and consult on both the short and long-term financial impact of a range of divorce settlements.
Kimberlee has established The Fiscal Feminist, a platform from which she strongly advocates for women through her passion to empower and educate them concerning their finances.
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