Kim Morton (CFP®)

Kim Morton focuses in the
following client markets or areas of practice:

  • College/Education Planning
  • Federal Employees
  • Generation X
  • Investment Advice with Ongoing Management
  • Retirement Planning & Distribution Rules
  • Tax Planning

Additional Information

I am a CERTIFIED FINANCIAL PLANNER™ professional with over 15 years of industry experience. My background spans financial planning, investment management, tax planning, legacy planning, and risk management. My passion is helping couples and career-focused individuals who are building wealth and maintaining careers while balancing multiple goals to work toward financial success. I’m a strong advocate of empowering people about money; my mission is to help you overcome the unique challenges you may face to help you successfully achieve financial independence so you can focus on what’s important to you. I received my undergraduate degree in Finance from Arizona State University W.P. Carey School of Business. Originally from Shoreline Washington, I’ve called the Valley of the Sun home since 2001.

NAPFA Start Date

April 18, 2022


This Office

70 S Val Vista Dr A3-525 Gilbert, AZ 85296 Phone: +1 (480) 716-9049 x 101