<< Back To Our People

Kim Bridges, PhD, CFP®

Senior Financial Planner

“Through a combination of education and life experiences I have developed a passion for financial planning and a keen desire to work on financial issues affecting women and seniors. Stoker Ostler is the perfect environment for me to work with those who are in greatest need of a trusted advisor.”        

As a Senior Financial Planner, Kim works closely with clients providing personalized plans with emphasis on estate planning, retirement planning and unique client objectives. In addition, Kim has extensive knowledge in women's issues in financial planning and uses her expertise to help develop the Stoker Ostler Wealth Advisors Women and Wealth seminar series. Kim joined Stoker Ostler in 2008 from Texas Tech University where she taught Personal Finance and Estate Planning courses in the Division of Personal Financial Planning.

Kim is a CERTIFIED FINANCIAL PLANNER™ professional. She received her bachelor’s degree in Human Ecology and her Master of Science in Family Studies and Human Services with an Emphasis in Family Financial Planning from Kansas State University. She recently completed her doctorate in personal financial planning at Texas Tech University. Her dissertation explored financial issues affecting women. Kim is a member of the Financial Planning Association (FPA), the Academy of Financial Services (AFS), East Valley Estate Planning Council, and Phi Kappa Phi Honor Society. Kim is a former U.S. Marine, and is married to a retired Marine officer. She has four children and one grandchild. Her hobbies include hiking, bike riding, reading, and spending time with family.

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.

 


 

home | about us | our services | resource center | newsroom | contact us
site map | site disclaimer | privacy policy

 

Stoker Ostler Member Harris Wealth AdvisorsSM is a service mark of Stoker Ostler Wealth Advisors, Inc., an SEC-registered investment advisor.

Copyright 2007–2009 Stoker Ostler Wealth Advisors, Inc.

 

This site is a joint production of WalshComm and New Angle Media.