Kim Bourne, CPA®, CFP, EA, CES
Wealth Management Advisor
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. Securities Licenses 6, 63 and 7, Notary, Life and Health, CFP®, CPA, EA, and CES.