Kim Danielsen — Investment Advisor

Kim Danielsen has completed the Professional Financial Planner course and has a decade of experience as an Investment Advisor. His aim is to offer clients plans that are unique to their situations. His previous successful consulting career in the hospitality industry gave him considerable experience in assessing clients’ goals and finding value among their options. As an investment advisor, he has taken the same approach: first get to know a client’s goals and then chart an individualized path for that client.

This takes a major commitment of time to researching and keeping up with changing markets. Through continual research and analysis, updating current market information, attending seminars and topical speaker events, Kim is able to deliver the most current and relevant market information. This enables his clients to spend their time living for today rather than worrying about the future.

Having been a Cordon Bleu chef and an oenologist, Kim has great appreciation for the finer things in life. His high level of client service is completely tied in to this philosophy. When he visits a community where he has a number of clients, he will often invite them all to a dinner that he cooks for them. If he has a client who has difficulty coming to see him at his office, then he goes to them. He finds his clients appreciate his personal style, which always places them first.