A Life of Service
"Helping others is where it all begins."
For Richard “Dick” Gootee, service is a way of life. At 17, he enlisted in the Navy, where he began his journey of serving, learning, understanding risk, and always being present. Dick brought that same mindset to every chapter that followed: marrying his wife, BJ, starting a family, and eventually venturing out of the corporate world to build something of his own.
His first stop was real estate, founding Alliance Home Loans. But his passion for helping people make smart, informed decisions about their financial futures led him down a different path: financial planning. He earned his Series 7 in 1981 and practiced with Judy & Robinson Securities in Menlo Park, CA. Just a few years later, he and BJ made a move that would redefine the rhythm of their life and work: relocating to Roseville to raise their daughters in a like-minded community and build a practice rooted in family, education, and community service.
After the move, Dick joined Associated Securities Corp as a shareholder and securities broker. In 2007, Dick incorporated his company name to Atherton Wealth Advisors, giving shape to a mission he had been living all along: Your Vision. Your Wealth. Your Life.
A Family Partnership
"When family and business work together, long lasting relationships are cultivated."
As the firm grew, so did the need for trusted support, and that support came from close to home. BJ became instrumental in managing compliance and operations, and eventually, their daughter, Kimberly, began working at the firm at the age of 16. In her position as an assistant office manager, Kimberly watched and learned how her father connected with clients, guided families through life’s complexities, and led with integrity.
After graduating from college, she spent time gaining experience at firms like Franklin Templeton and Fisher Investments. She officially joined Atherton Wealth Advisors in 2005. With her securities and insurance licenses, she stepped into a leadership role as Vice President, blending her financial experience with the values that had shaped her childhood.
Together, Dick and Kimberly built a boutique advisory practice rooted in transparency, personalized service, and strong client relationships. For nearly two decades, they operated side by side—father and daughter, mentor and partner—refining the firm’s planning strategies and deepening its legacy.
A New Chapter
"The next generation leads with the same heart."
In 2023, after over 45 years of guiding clients through market cycles, personal milestones, and economic change, Dick officially passed the torch. Kimberly Ogden became President and Owner of Atherton Wealth Advisors, continuing the mission with the same values that built the firm: integrity, empowerment, adaptability, and partnership.
Kimberly leads the firm with the strength of experience and the perspective of a new generation. She brings a fresh but deeply rooted approach, one that focuses on holistic financial planning and long-term value. For Kimberly, financial advising isn’t just about numbers; it’s about understanding the full picture of a client’s life, goals, and challenges. Her style is both strategic and human, emphasizing education, empathy, and proactive guidance that helps people make confident decisions.
By blending financial expertise with a deep appreciation for the emotional and personal sides of planning, Kimberly ensures every client feels seen, supported, and empowered to navigate life’s complexities. But Atherton Wealth Advisors remains as family-centered as ever. Dick and BJ still serve as President Emeritus and CFO, but it is more likely that you will find them enjoying retirement on the golf course or vacationing with friends that were once clients.
For our team, this is more than a business. It’s a legacy built on a life of service, and a promise that your story will always be at the heart of ours.