Kimberly Friedman, Financial Advisor at Morgan Stanley

Kimberly Friedman, Financial Advisor at Morgan Stanley Financial Advisor at Morgan Stanley
CERTIFIED FINANCIAL PLANNER™
Certified Private Wealth Advisor® NMLS #: 1733606
CA Insurance License #: 4089127

Working with You to Define and Achieve Your Goals

REGARDLESS OF WHAT STAGE YOUR LIFE IS IN – moving ahead in your career, enjoying retirement, or somewhere in between – we can work together to help you achieve your financial goals. Using a suite of tools that includes goal-specific analysis, we can create a realistic, holistic strategy that integrates your investments and cash management needs. T

he personalized wealth management process we will use is designed to provide a road map to your financial future and to help translate your goals into reality.

Today, we honor the contributions and achievements of laborers in the United States.
09/07/2026

Today, we honor the contributions and achievements of laborers in the United States.

The Japanese yen is sitting near its weakest level in more than three decades – and with implications for U.S. Treasury ...
08/26/2026

The Japanese yen is sitting near its weakest level in more than three decades – and with implications for U.S. Treasury yields, borrowing costs and global market volatility.

morganstanley.com

Following recent drops in AI infrastructure stocks, Morgan Stanley Research revisits key debates and suggests ways for i...
07/30/2026

Following recent drops in AI infrastructure stocks, Morgan Stanley Research revisits key debates and suggests ways for investors to play the dip.

morganstanley.com

With voters focused on prices and the economy, our Head of Public Policy Research Ariana Salvatore and U.S. Thematic Str...
07/13/2026

With voters focused on prices and the economy, our Head of Public Policy Research Ariana Salvatore and U.S. Thematic Strategist Michelle Weaver discuss the consumer trends that could matter most heading into November's elections.

morganstanley.com

Will housing become more affordable, or is the market resetting at a higher barrier to entry?
07/06/2026

Will housing become more affordable, or is the market resetting at a higher barrier to entry?

morganstanley.com

AI is driving a surge in electricity demand and changing how power gets delivered.In this Blueprint episode, Bloom Energ...
06/29/2026

AI is driving a surge in electricity demand and changing how power gets delivered.

In this Blueprint episode, Bloom Energy Founder & CEO KR Sridhar explains how Bloom is helping data centers and other critical infrastructure secure fast, on-site power—when speed and reliability matter most.

Morgan Stanley is proud to have partnered with Bloom Energy as the company raised capital by translating its technology and energy innovation into a clear investor proposition to support its next phase of growth.

morganstanley.com

Leaders at Morgan Stanley's Innovation & Impact Summit explored how AI, robotics, energy and healthcare technologies are...
06/25/2026

Leaders at Morgan Stanley's Innovation & Impact Summit explored how AI, robotics, energy and healthcare technologies are reshaping industries, investing and long-term economic growth.

morganstanley.com

AI is no longer a theme: It's an industrial buildout, a key driver of GDP and a geopolitical football. With nearly $3 tr...
06/08/2026

AI is no longer a theme: It's an industrial buildout, a key driver of GDP and a geopolitical football. With nearly $3 trillion in infrastructure spending still ahead, the question now is who monetizes it—and who gets disrupted.

morganstanley.com

As IPOs gain momentum in 2026, larger and later stage companies are coming to market across sectors. Financial sponsors,...
06/04/2026

As IPOs gain momentum in 2026, larger and later stage companies are coming to market across sectors. Financial sponsors, retail investors and multiple capital-raising channels are shaping this year's equity issuance landscape.

morganstanley.com

Address

400 Capitol Mall, Suite 1900
Sacramento, CA
95814

Telephone

+19165672052

Website

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