Kimberlee Bouska, CFP®, CRPC
Kimberlee Bouska is passionate about planning. Kimberlee believes that every client’s journey is unique and works to provide customized financial plans for her clients so that they can concentrate on their family, health and careers. Kimberlee’s process is a combination of her experience and her client’s goals. Together, they focus on all areas of the plan including retirement savings and income planning, concentrated stock positions, tax-efficient investing, insurance, estate planning and college savings.
As a CERTIFIED FINANCIAL PLANNER™ (CFP®) professional and Chartered Retirement Planning Counselor SM and with more than 15 years of experience, Kimberlee prides herself in speaking plainly. She thinks educating her clients on their investments is vitally important for their peace of mind. Kimberlee also believes it is imperative that her clients’ investments align with their values. For this reason, she works with traditional, alternative, and environmental and socially responsible investments when building investment portfolios, if requested.
Not surprisingly, Kimberlee uses her planning skills outside of work to coordinate her children’s activities and travel itineraries for her family. She also enjoys breaking out of her Midwestern shell and exploring all the Pacific Northwest has to offer.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.