Financial Planner



Kim Smith has been helping families uncover what matters most and reach their biggest goals at an agency of MassMutual (Massachusetts Mutual Life Insurance Company) since 2014. With a background in business management, she believes communication is vital. She knows that listening is a critical component of successful planning. She takes time to truly listen to her clients and translate complex and impactful strategies into digestible information that can help them succeed and endure.

Kim prides herself on making a difference in her clients’ lives and those they care about most. She specializes in helping business owners, executives, and LGBTQ families pursue their dreams through retirement planning, estate strategies, employee benefit and retention services, business continuation strategies, and trust services.

Kim is a proud alumnus of Pittsburg State University and earned her MBA from California State University East Bay. Outside the office, you can find her mixing cocktails, wine tasting, fly fishing, golfing, and spending time with her wife and furry friends.

Horizons Foundation offers these lists as a resource and not as an endorsement of the qualifications or services of any individual, partnership, corporation, or any other entity listed. We advise you to conduct your own investigation before engaging the services of any of the advisors listed.