|Financial Advisor - Wealth Management - UBS
Kimberly Guha, CPA®, CIMA® is a Certified Financial Planner® and Accredited Wealth Management Advisor℠ with Taylor Family Wealth Management at UBS who focuses on providing tax aware investment solutions tailored to each family’s individual financial goals. Kim works with many executive women and families to focus on what is important to them both qualitatively and quantitatively, helping them ascertain their life and financial goals. She believes strongly in the importance of educating the next generations to use value systems that maximize the impact of human, social, intellectual and financial capital. She provides honest advice, thoughtful guidance, and responsive support, earning the trust and respect of clients.
With understanding of the needs, wants, and wishes of clients she is able to build a financial plan and investment strategy that meets goals, then implements and monitors the plan to adapt as life transitions occur. This is most important when the need is urgent or unexpected.
Prior to joining UBS, Kim was a Senior Tax Associate and CPA® at Lindsay and Brownell, LLP in San Diego. Kim specialized in tax planning and analysis for small business owners, successful families, and nonprofit organizations. For the past 8 years, Kim has also been a strong supporter, and president since 2017, of the Rwandan Orphans Project, headquartered in San Diego. This non-profit underwrites a children’s center and school in Rwanda, focused on educating women to create revenue for families. It is now considered one of the top schools for primary education, raising Rwanda’s next generation of leaders.
In all aspects of life and business, Kim’s philosophy is “Build on the Past. Think of the Future.”