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Ricp® Kim Gieseler CFP®

Co-Founder & Wealth Advisor

Kim Gieseler is a Co-Founder and Senior Wealth Advisor at Valorem Financial, based in Arvada, Colorado. Here are some key points about her:

Experience and Qualifications

Kim Gieseler has 17 years of experience in the financial industry. She holds the Certified Financial Planner (CFP®) and Retirement Income Certified Professional (RICP®) designations, which reflect her expertise in financial planning and retirement income strategies.234

Education

She graduated from the University of Denver.3

Career and Role

Gieseler co-founded Valorem Financial with Ted Swenson, recognizing the importance of a team-based approach to provide holistic financial planning for their clients. At Valorem, she is dedicated to helping individuals and families plan for their financial futures through personalized financial plans and investment strategies.12

Mission and Approach

Kim Gieseler's approach is centered around listening to clients, understanding their goals, and designing tailored financial plans to help them achieve those goals. She emphasizes the importance of trust, transparency, and a collaborative team environment to support clients in their financial journeys.1

Community and Recognition

Gieseler has been featured in various community spotlights, such as the Arvada Chamber of Commerce's "Inspiring Women Member Spotlight," highlighting her contributions and dedication to her clients and the community.4

Personal

On her LinkedIn profile, which can be found under the username @mskgfp, Kim Gieseler expresses her passion for helping others lead inspired lives and plan for their futures.3

Highlights

Ted Swenson | Wealth Advisor - Valorem Financial
Financial Planning Team | Financial Advisors
Financial Planning Team | Financial Advisors
Feb 16 · arvadachamber.org
Kim Gieseler, CFP, RICP, Valorem Financial | Arvada Chamber
Kim Gieseler, CFP, RICP, Valorem Financial | Arvada Chamber

Related Questions

What inspired Kim Gieseler to co-found Valorem Financial?
What are some notable achievements of Kim Gieseler in the financial industry?
How does Kim Gieseler's approach to financial planning differ from traditional methods?
What specific services does Kim Gieseler offer at Valorem Financial?
Can you share some client success stories involving Kim Gieseler?
Ricp® Kim Gieseler CFP®
Ricp® Kim Gieseler CFP®, photo 1
Ricp® Kim Gieseler CFP®, photo 2
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Location

Denver Metropolitan Area