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
- 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.
NAPFA Start Date
August 01, 2019
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