The RobustWealth team is honored to welcome Kimberly Foss, CFP, CPWA to our Advisory Board. Kimberly is the Founder and President of Empyrion Wealth Management and author of Wealthy by Design – A 5-Step Plan for Financial Security. She combines her personal experience and education, with her passion to help women in transition including widows and divorcees, family stewards and retirees as well as those planning to retire. Kimberly brings over three decades of experience to the team and is a popular speaker. She has appeared on Today, Good Morning America, CNBC and Fox News. You can read Kimberly’s entire bio here.
Kimberly Foss is also a regular columnist for Financial Planning and recently contributed an article titled ‘As with the Borg, resistance to robos is also futile‘ featuring RobustWealth. Kimberly discusses Advisors resistance to change and concern that robos will soon replace the human Advisor. She calms the Advisor’s nerves saying “As long as personal conversation is valued, my practice will not be threatened by robos”. She goes on to discuss how Advisors should welcome a robo advisors that will work alongside with the Advisors rather than compete with them. She compliments RobustWealth’s open architecture saying “RobustWealth utilizes an open-architecture approach that gives me the ability to offer clients with smaller portfolios the same mutual funds and research services that I would have previously been able to make available only to those with at least $1 million in AUM.” To read Kimberly’s entire article, click here!