Broker Check

18400 Von Karman Avenue, Suite 400, Irvine, CA 92612

949.623.1787
Client Login

Our Team

A Dedicated Team Working For You

As a leader at Freedom Planning & Wealth Advisors, Kim has built an exceptionally loyal client base. She specializes in investment planning, tax planning strategies, and estate planning strategies, helping individuals and families make confident decisions in an increasingly complex financial world.

Through a collaborative team approach, Kim works alongside professionals with specialized expertise to provide comprehensive guidance for retirement planning, wealth preservation, and sophisticated estate planning needs. Whether clients are preparing for retirement, navigating a major life transition, planning their legacy, or seeking greater clarity around their financial future, Kim and the Freedom Planning & Wealth Advisors team are committed to developing personalized strategies aligned with each client's goals and values.

At Freedom Planning & Wealth Advisors, we believe financial planning is about more than investments. It's about helping clients create a clear path forward, make informed decisions, and remain focused on what matters most through every stage of life.

“We are passionate about building lasting relationships with my clients. Together we develop personalized strategies that support their financial goals, provide clarity, confidence, and peace of mind throughout every stage of life as they pursue their desired financial independence.”


Kimberly Thomas

Kimberly Thomas, MBA, CFP®, CRPC®, CRPS®

Founding Partner and Financial Planner

949.623.1787

Richard Graciano

Richard Graciano, CRPS®

Financial Planner

949.474.6845

949.474.6863

Teri Zapatka

Teri Zapatka

Practice Manager

949.623.1787

Michelle Martian

Michelle Martian

Administrative Assistant

(949) 623-1491

(949) 474-6863

Client Centered

Client Centered

Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.

Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.