Kim Bourne, CPA, CFP, EA, CES
Kim Bourne’s life experiences led her into the financial industry. She watched people work hard, yet fall short of happiness. From her early years, Kim has been fascinated by the relationship that people have with their money. At a time when the financial services industry obsesses about turbulent markets and expanding territories with automation, Kim’s clients enjoy a highly personalized service that provides value. She welcomes volatility and inspires her clients to focus on the things that are within our control. She implements a comprehensive financial plan that aligns with their most important goals and deeply held values. Kim holds her clients and her team accountable to make thoughtful decisions to manage, preserve, and distribute wealth. She holds the following licenses and designations: Securities Licenses 6, 63 and 7, Notary, Life and Health, CFP, CPA, EA, and CES.
Her holistic approach to financial advising allows her to support successful individuals, families, and businesses make smart choices about their money. Concerned, sincere and committed to her clients' dreams and goals, Kim is also a devoted wife and mother of three children. In their faith, she and her husband have found a compass for life. A swimmer and tennis player, Kim enjoys chasing sunsets at beachfront destinations with good books in tow. She also serves on the Board of Girl Scouts Council of Greater New York and the Advisory Board of Earl Mosley's Institute of the Arts. Also, Kim is an Area Director for Toastmasters International. Kim Bourne lives a balanced life and helps her clients do the same through her career as the founding Principal of Playfair Planning Services located in New York City.