Team member since 2020
As one of our newest Associate Wealth Advisors, Kimberly Houston, CFP®, CRPC® is helping us build out our new young professional offering. Her background in finance and psychology is ideal when it comes to helping our HENRY (High Earner Not Rich Yet) clients establish healthy financial habits and a sound financial foundation. Kimberly is a member of Kaydan Wealth Management’s Investment Policy Committee and also supports Senior Wealth Advisors with designing and maintaining client financial plans.
“My favorite thing about being a financial advisor is helping clients maximize their strategy with financial solutions designed to help them live out their dreams.”
Get to know Kimberly
Who or what is your inspiration, and why?
Tony Robbins inspires me deeply to better understand myself and others. I love his positive energy and focus on helping others build a life of meaning, purpose, and fulfillment.
What’s your proudest accomplishment?
Earning the CERTIFIED FINANCIAL PLANNERTM designation prior to turning 30 years old. According to the CFP Board, only 1% of women under 30 currently have their CFP®.
What is a fun fact about you?
I’ve been to 40-some United States and 30 countries. My favorite trip was backpacking through Southeast Asia by myself exploring 6 different countries. Cambodia and Laos were my favorites.
What are your top three bucket list items?
Ride in a hot air balloon
Cage dive with sharks
Spend New Year’s Eve in Time Square.
What attracted you to Kaydan Wealth Management?
Kaydan Wealth Management is a reputable, established firm with a family-like feel who is also growing and innovating for the future. It’s the best of both worlds. I look forward to the opportunity to grow, learn, and be challenged while also adding my own value and experience to the team.