Kimberlee Davis

  • Kimberlee Davis
    Managing Director, Partner
    The Bahnsen Group

Kimberlee Davis is a Managing Director and Partner at The Bahnsen Group, a wealth management practice with offices in Newport Beach, California and New York City. Kimberlee specializes in personal wealth advising, and financial, retirement and estate planning
solutions, for high net worth individuals and multi-generational families. She is also a Certified Divorce Financial Analyst® guiding clients in transition to financial independence after life-altering events such as divorce or death. With more than 25 years of finance, legal and corporate experience, her career has included being a corporate securities lawyer, investment banker, and Chief Financial Officer.

Ms. Davis has established The Fiscal Feminist, a platform from which she strongly advocates for women through her passion to empower and educate them concerning their finances. Her mission is to help all women to embrace their responsibility to themselves to achieve solid financial footing in both calm and turbulent times.

Kimberlee lived in London for 13 years where she established many lasting ties and a strong affinity for the United Kingdom. She has been a member of the BABC-OC for nine years, and, has developed many business and personal relationships through her membership in the organization.

In addition to her BABC-OC participation, Kimberlee is a member of the United Way’s Women’s Philanthropy Fund and the Alexis de Tocqueville Society, a board member of The Valiant Women of the Mission Hospital Foundation in Mission Viejo, an Advisory Board Member for the University of California, Irvine – The Paul Merage School of Business Center for Investment and Wealth Management, and an active member of Gen Next, an organization dedicated to learning and engaging with the challenges facing future generations.

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