Kim Nourie (CFP®, CPA)

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

Estate & Generational Planning Issues

High Net Worth Client Needs

Investment Advice with Ongoing Management

Retirement Planning & Distribution Rules

Tax Planning

Women's Financial Planning Issues

Planning Specialties

Long-term Financial Planning and Investment Management
Social Security and Pension Strategies
Short- and long-term Income Tax Planning
Life in Transition - loss of spouse, job changes, inheritance, legal settlement
Roth Conversion Strategies
Tax-efficient Accumulation and Distribution Strategies
Risk management planning including life insurance, disability, long-term care
Women in Transition

Additional Information

Kim joined Financial Life Advisors in 2017. She is a CERTIFIED FINANCIAL PLANNER™ practitioner, a Certified Public Accountant, and a Texas Life and Health Insurance licensee with 20 years of experience in the personal financial services industry. Prior to this industry, Kim worked in corporate America for 15 years including CBRE, American Airlines and Arthur Andersen.

Kim is passionate about helping families maximize their financial resources in retirement as well as planning for the emotional and financial changes that come from experiencing new chapters in life. She is passionate about helping females find their financial voices. She graduated from Baylor University and is a member of University United Methodist Church, San Antonio Estate Planners’ Council, and Financial Planning Association of San Antonio & South Texas. She is an avid fan of the San Antonio Spurs and the Chicago Cubs. She’s Mom to her 4-legged and 80+ pound dog – Izzy.