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Saturday, October 24, 2020

Kimberlee A. Davis, J.D., CDFA®

Kimberlee A. Davis, J.D., CDFA®

Kimberlee A. Davis, J.D., CDFA®, Host & Founder of The Fiscal Feminist, a podcast and platform about women and their relationship with money and finances. Her mission is to help all women of all ages and wealth levels embrace their responsibility to themselves to achieve solid financial footing in both calm and turbulent times. Kimberlee Davis has more than 25 years of finance, legal and corporate experience, her career has included being a corporate securities lawyer, investment banker, and Chief Financial Officer. Currently, she is Managing Director and Partner at The Bahnsen Group, a private wealth management firm. As a Bahnsen Group Managing Director/Partner, Kimberlee specializes in personal wealth advising, and financial, retirement and estate planning solutions, for high net worth individuals and multi-generational families. As a Certified Divorce Financial Analyst®, Kimberlee’s proficiency also includes helping her clients transition to financial independence after life-altering events such as death or divorce. Kimberlee A. Davis, J.D., CDFA® is an opinion columnist for the CEOWORLD magazine. Follow her on LinkedIn.
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How Millennials Can Work Smarter, Not Harder, at Mastering their Finances… From A Financial Planning Perspective

Millennials are generally described as anyone born between 1981-1996 and often get stereotypically mislabeled as “entitled,” “spoiled,” or “self-serving.” I disagree with this characterization. According to a recent study, 70 percent of millennials believe that working hard and 45 percent believe living frugally puts a person on a path to...