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.

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

Our Head of Public Policy Research Ariana Salvatore goes through the main topics on the table during the meeting between...
05/28/2026

Our Head of Public Policy Research Ariana Salvatore goes through the main topics on the table during the meeting between Presidents Trump and Xi: Taiwan, tariffs and the Iran conflict.

morganstanley.com

A modest allocation to diversified commodities—not only oil—may strengthen portfolios' resilience to geopolitical tensio...
05/13/2026

A modest allocation to diversified commodities—not only oil—may strengthen portfolios' resilience to geopolitical tensions.

morganstanley.com

Morgan Stanley's four key investment themes for 2026—AI & Tech Diffusion, the Future of Energy, a Multipolar World and S...
05/07/2026

Morgan Stanley's four key investment themes for 2026—AI & Tech Diffusion, the Future of Energy, a Multipolar World and Societal Shifts—are beating benchmarks as their intersections accelerate market impact.

morganstanley.com

Take control of your financial future with this personal finance checklist, whether you're just starting out or preparin...
04/23/2026

Take control of your financial future with this personal finance checklist, whether you're just starting out or preparing for retirement.

morganstanley.com

Real estate markets are showing signs of recovery, with stronger fundamentals, renewed transaction activity and select o...
04/20/2026

Real estate markets are showing signs of recovery, with stronger fundamentals, renewed transaction activity and select opportunities emerging.

morganstanley.com

War-induced oil shocks have not been kind to the equity markets in the past. Yet, since the invasion of Iran, US equitie...
03/16/2026

War-induced oil shocks have not been kind to the equity markets in the past. Yet, since the invasion of Iran, US equities have been relatively resilient. How is this time different?

brightcove.net

Companies globally that have been using AI for at least one year report double‑digit productivity gains as well as some ...
03/11/2026

Companies globally that have been using AI for at least one year report double‑digit productivity gains as well as some workforce reductions.

morganstanley.com

This Women's History Month, we celebrate and honor the accomplishments of inspirational women around the globe.
03/05/2026

This Women's History Month, we celebrate and honor the accomplishments of inspirational women around the globe.

Address

400 Capitol Mall, Suite 1900
Sacramento, CA
95814

Telephone

+19165672052

Website

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