Kimberlee Bouska is a CERTIFIED FINANCIAL PLANNER™ practitioner and Chartered Retirement Planning CounselorSM. She fully understands the subtle nuances of today’s market and works to provide an objective and holistic approach to building any financial plan. Kimberlee works with each client to target immediate and future needs in a way that is right for them and in alignment with their personal goals.
Kimberlee assists clients in the areas of retirement savings, estate planning, college planning, insurance advice, asset building, tax-advantaged investing and more. As a CRPC® professional, she specializes in formulating retirement income plans tailored for the specific needs of retirees.
She received her undergraduate degree from the University of Kansas and her Certified Financial Planner™ certification from Kaplan University. She joined the team at First Tech Federal Credit Union in 2001.
Kimberlee enjoys exploring Oregon with her husband and two children.