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Chico State Alumni Association

Wealth Management Series: Investment Portfolio

investment portfolio

View recorded webinar | Building a Better Investment Portfolio.

Moderator: Dr. Stephen Treanor, Finance and Marketing Department Faculty

Panelist: Kim Foss, '90

kim fossKim Foss is the author of Wealthy by Design: A 5-Step Plan for Financial Security. She is also the founder and president of Empyrion Wealth Management™, where she brings both technical expertise and real passion to her work with clients, including affluent family stewards, women in transition, and thriving retirees. Foss began her career at Merrill Lynch as the youngest female account executive in its long history. She later left the commission-driven environment of a stock brokerage firm to found E&A Investment Advisory, which grew into the independent Empyrion in 2002. Kimberly is a thought leader in the financial industry and frequently shares her expertise on the markets, financial planning, and investing with leading media outlets — including The Today Show, Good Morning America, CNBC, Forbes, The Wall Street Journal, Fox News, Fox Business, MSN Money, Investor’s Business Daily, and U.S. News & World Report.