Kimberly Foss

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Kimberly Foss - President and Founder

President and Founder, CFP®, CPWA®, CFT-I™ Candidate

Kimberly is the Founder and President of Empyrion Wealth Management™ and the author of Wealthy by Design: A 5-Step Plan for Financial Security.

Kimberly Foss, CFP®, CPWA®, is the Founder and President of Empyrion Wealth Management™ and the New York Times bestselling author 1 of Wealthy by Design: A 5-Step Plan for Financial Security. She brings both technical expertise and real passion to her work with her clients, including affluent family stewards, women in transition, and thriving retirees. Kimberly shows her clients that it’s possible to seize control of one’s own financial destiny. She is committed to helping her clients make wise investment choices while avoiding costly mistakes in building wealth.

Kimberly began her career at Merrill Lynch as the youngest female account executive at the time. She later left the commission-driven environment of a stock brokerage firm to found E&A Investment Advisory, which was renamed Empyrion Wealth Management™ in 2002. Now Kimberly frequently shares her financial expertise with leading media outlets, including The Today Show, Good Morning America, CNBC, Fox News, Fox Business, The Wall Street Journal, MSN Money, Forbes, Investor’s Business Daily and U.S. News & World Report.

Kimberly Foss was named to the Investopedia 100 Top Financial Advisors of both 2021 and 2022. The award celebrates financial advisors who are making a significant contribution to conversations about financial literacy, investing strategies, life planning and wealth management. Kimberly was also recognized as a ThinkAdvisor Luminary for the Class of 2021 as one of only 13 winners in the Thought Leadership and Education category for Individual Registered Investment Advisors. Kimberly was chosen from several hundred nominees for her dynamic leadership, and innovative impact in the financial services industry.

Read more about Kimberly’s important financial credentials, recognitions, and memberships:

  • Certified Financial Planner (CFP®). Kimberly has met rigorous standards and has agreed to adhere to the principles of integrity, objectivity, competence, fairness, confidentiality, professionalism, and diligence when dealing with clients.
  • Certified Private Wealth Advisor (CPWA®). This certification is an advanced credential created specifically for wealth managers who work with high-net-worth clients, focusing on life cycle of wealth, accumulation, preservation, and distribution. This certification is given to candidates who learn to identify and analyze challenges high-net-worth individuals face, and understand how to develop specific strategies to minimize taxes, monetize and protect assets, maximize growth, and transfer wealth.
  • Certified Financial Therapist-I™ Candidate (CFT-I™). This is a professional certification for both financial and mental health professionals conferred by the Financial Therapy Association. The CFT-I™ designation is for those wishing to develop Financial Therapy skills to incorporate into their disciplines or practice professionally. There are three planned levels of the certification, with Level I being the most foundational. To become a CFT-I™, individuals must meet specific educational and experience requirements across the areas of financial therapy, financial planning and financial counseling, and therapeutic competencies.
  • Financial Planning Association. A member since 1991, Kimberly is dedicated to supporting the financial planning process in order to help people achieve their goals and dreams. The FPA believes that everyone needs objective advice to make smart financial decisions and that when seeking the advice of a financial planner, the planner should be a CFP® licensee.
  • B.S. in Business from Chico State, A California State University.

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Watch Kimberly’s Media Reel for highlights of her varied appearances.

 

Empyrion Wealth Management (“Empyrion”) is an investment advisor registered with the U.S. Securities and Exchange Commission under the Investment Advisers Act of 1940. Information pertaining to Empyrion’s advisory operations, services and fees is set forth in Empyrion’s current Form ADV Part 2A brochure, copies of which are available upon request at no cost or at www.adviserinfo.sec.gov. The views expressed by the author are the author’s alone and do not necessarily represent the views of Empyrion. The information contained in any third-party resource cited herein is not owned or controlled by Empyrion, and Empyrion does not guarantee the accuracy or reliability of any information that may be found in such resources. Links to any third-party resource are provided as a courtesy for reference only and are not intended to be, and do not act as, an endorsement by Empyrion of the third party or any of its content. The standard information provided in this blog is for general purposes only and should not be construed as, or used as a substitute for, financial, investment or other professional advice. If you have questions regarding your financial situation, you should consult your financial planner or investment advisor.

Kamille Morgan

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Director of Client Services, FPQP®

Kamille develops and implements workflows for Empyrion’s operations and helps elevate our people-first client experience and portfolio management processes.

Kamille Kristin Morgan is the strategic liaison between clients and custodians, and is the primary driver of Empyrion’s operations and onboarding processes. She takes the lead in setting up accounts, preparing for client reviews, and processing distributions and transfers. In every aspect of Kamille’s work, she consistently goes above and beyond to address client needs and questions in an efficient, personal manner. Kamille has passed her qualifying examination to become a Financial Paraplanner Qualified ProfessionalSM (FPQP®), a professional designation denoting the highest standards in knowledge, technical expertise, and client care and communication in support of fiduciary financial planning.

Kamille is an industry veteran with more than two decades of experience in financial services, including senior client service roles. She ensures the smooth handling of account transactions, maintaining portfolios in the proper asset balance for each client, assisting with additions to accounts, and administering account management for maximum efficiency. Kamille is passionate about the financial services industry because of its dynamic and exciting nature, and her chief satisfaction comes from helping clients achieve their financial goals. Her genuine service orientation and client-driven perspective, coupled with her deep knowledge of the industry and her ambition to continue her own professional development, afford clients a smooth, professional, and satisfying experience.

Kamille’s strong skills with both numbers and people developed when she was working as office manager for Morgan Mechanical, her husband’s heating and air conditioning business, and were further honed by her work in the financial services industry. Detail-oriented and with outstanding communication skills, Kamille’s dependable presence is a vital part of our firm’s success. She is also active in the community as a PTA member at her children’s school and can often be found with her hands in the dirt at her local community garden.

Empyrion Wealth Management (“Empyrion”) is an investment advisor registered with the U.S. Securities and Exchange Commission under the Investment Advisers Act of 1940. Information pertaining to Empyrion’s advisory operations, services and fees is set forth in Empyrion’s current Form ADV Part 2A brochure, copies of which are available upon request at no cost or at www.adviserinfo.sec.gov. The views expressed by the author are the author’s alone and do not necessarily represent the views of Empyrion. The information contained in any third-party resource cited herein is not owned or controlled by Empyrion, and Empyrion does not guarantee the accuracy or reliability of any information that may be found in such resources. Links to any third-party resource are provided as a courtesy for reference only and are not intended to be, and do not act as, an endorsement by Empyrion of the third party or any of its content. The standard information provided in this blog is for general purposes only and should not be construed as, or used as a substitute for, financial, investment or other professional advice. If you have questions regarding your financial situation, you should consult your financial planner or investment advisor.

Jennifer Longoria

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Jennifer Longoria - Marketing and Event Coordinator

Marketing and Event Coordinator

Jennifer helps coordinate and direct all event and marketing initiatives, including Empyrion’s Women’s Circle seminars and Client Appreciation parties. She works on branding strategies, promotional communication projects, and community outreach programs.

As Marketing and Event Coordinator, Jennifer manages all aspects of event planning and execution for Empyrion Wealth Management. She specializes in creating and managing event plans — leading the research, negotiation, and the securing of necessary vendors and event space. She also manages event logistics and ensures everything is completed by the expected date.

Jennifer also helps implement and execute national marketing and sponsorship plans for show events and brand initiatives, and maintains press relationships for radio, television, print, and web. She relays sales data, market trends, client feedback, and comments to the team.

Jennifer graduated from Indiana University with a Bachelor of Science (B.S.) degree in both public affairs and management. She previously worked at Patterson Dental, starting out as a territory representative. She worked her way up the ladder and was recruited to the corporate office as a national marketing specialist, a position that allowed her to travel all over the country.

Jennifer has also served as the event chairperson for many large community events and organizations, including the First United Methodist Church of Loomis and a community outreach program for underprivileged youth in south Sacramento. Outside of the office, she enjoys spending time with her husband and children.

Annelyse Gould

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Administrative Assistant

Annelyse uses her organizational and planning skills to provide a seamless client experience.

Annelyse Gould is an up-and-coming financial services professional. A recent honors graduate of the prestigious Acton Academy with a deep interest in business, finance, and investing, Annelyse focuses on general office duties including reception, scheduling client appointments, and other administrative projects. She also works directly with founder and president Kimberly Foss, helping her prepare for her frequent appearances on financial and investing media.

Annelyse’s fascination with money management and other financial matters led her to seek an internship at Empyrion while still in high school. Her exceptional dedication and organizational abilities led to a full-time position with the firm, which Annelyse will combine with her collegiate studies in business and finance. A true entrepreneur at heart, Annelyse has also launched and runs her own candle business, which she operates independently when she is not busy with keeping the administrative gears turning smoothly at Empyrion Wealth Management. In order to provide even greater levels of service to Empyrion and its clients, Annelyse is completing requirements to serve as a notary public and is studying for her accreditation as a Certified Financial Paraplanner Qualified ProfessionalSM (FPQP®).

Empyrion Wealth Management (“Empyrion”) is an investment advisor registered with the U.S. Securities and Exchange Commission under the Investment Advisers Act of 1940. Information pertaining to Empyrion’s advisory operations, services and fees is set forth in Empyrion’s current Form ADV Part 2A brochure, copies of which are available upon request at no cost or at www.adviserinfo.sec.gov. The views expressed by the author are the author’s alone and do not necessarily represent the views of Empyrion. The information contained in any third-party resource cited herein is not owned or controlled by Empyrion, and Empyrion does not guarantee the accuracy or reliability of any information that may be found in such resources. Links to any third-party resource are provided as a courtesy for reference only and are not intended to be, and do not act as, an endorsement by Empyrion of the third party or any of its content. The standard information provided in this blog is for general purposes only and should not be construed as, or used as a substitute for, financial, investment or other professional advice. If you have questions regarding your financial situation, you should consult your financial planner or investment advisor.

Terry Bowles

Terry Bowles - Finance and Administration Manager

Accounting Administrator

Terry is responsible for financial reporting, human resources, and all administrative functions at Empyrion Wealth Management. He prepares financial reports and handles credit extension, collections, and billing and accounting responsibilities.

Terry has 40-plus years of experience in finance, accounting, administration, and management. He has provided general accounting and consulting services to various clients, including law firms, medical practices, nonprofit organizations, manufacturing companies, construction firms, and cooperatives. Terry previously worked at Wohl & Eggleston, Hefner, Stark & Marois, and Earle M. Jorgensen Steel Company in finance and accounting capacities.

Terry earned his Bachelor of Business Administration (B.B.A.) degree from Loyola University in Los Angeles, and has taken continuing education classes throughout his career in Accounting, Principles of Credit and Collection, Business Law, and Financial Statement Analysis.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Investment Management Consultants Association® (IMCA®) is the owner of the certification marks CPWA® and Certified Private Wealth Advisor®. Use of CPWA® or Certified Private Wealth Advisor® signifies that the user has successfully completed IMCA’s initial and ongoing credentialing requirements for wealth advisors.

Financial Therapy Association is the owner of the Certified Financial Therapist-I™ (CFT-I™) designation. Certification demonstrates that the individual holding such certification has met the application criteria, has completed the education requirements, and has passed the examination or examinations to receive such certification.

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