Kim Morton (CFP®)

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.