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.
Read more about Kimberly’s important financial credentials, recognitions, and memberships:
Ailisa is the strategic liaison between clients and custodians, and is the primary driver of Empyrion’s operations and onboarding processes. She also takes the lead in setting up accounts, preparing for client reviews, and processing distributions and transfers. In every aspect of her work, she consistently goes above and beyond to address client needs and questions in an efficient, personal manner.
Ailisa’s operations experience spans decades. Throughout her career, she’s worked in both the financial services and insurance industries in operations roles, while also gaining experience in client services and compliance.
Ailisa previously served as the senior operations associate at Gemmer Asset Management, where she trained new advisors and their staff, audited and reconciled data in the firm’s portfolio management system, and prepared essential internal and external reports, among other duties. She also spearheaded the project of researching and converting Gemmer’s CRM system from desktop to cloud-based, and trained employees for a smooth transition.
To enhance her professional expertise, Ailisa earned her California Notary Public license in April 2020.
An industry veteran, Renee brings more than 30 years of professional knowledge, talent, and skill to her role as Director of Client Services. Since joining the firm in 1999, Renee’s work has been pivotal in improving Empyrion’s service model and process, leading to successful outcomes for our clients.
Today, Renee is primarily focused on client services — supporting clients’ needs throughout the wealth management planning process, coordinating internally to ensure those needs are met, and maintaining proactive communication between the Empyrion team and clients.
Renee holds a Bachelor of Science (B.S.) degree from California State University-Chico and an Associate’s degree (A.A.) from Butte College. To further enhance her capabilities and grow her industry knowledge, Renee earned the Financial Paraplanner Qualified Professional (FPQP™) certification through the College for Financial Planning® in June 2014.
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.
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.