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What is a CFP?

Simplify Your Financial Journey with A Guide

At PRICA, we believe in providing you with the highest level of financial professionalism and personalized care. We are led by a Certified Financial Planner™ (CFP®), who brings a wealth of knowledge in financial planning, taxes, insurance, and estate planning to help you navigate your unique financial path. The certification process for becoming a CFP® is rigorous, with some of the highest industry standards around integrity of customer care.

The PRICA Advantage: Led by a CFP® Professional

The PRICA Advantage: Led by a CFP® Professional

The CFP® certification is a prestigious credential in the financial industry, awarded by the Certified Financial Planner Board of Standards, Inc. We demonstrate our commitment to excellence through:

  • Passing rigorous exams
  • Engaging in ongoing education
  • Staying informed about current industry practices

This dedication aims to ensure that you receive informed and personalized financial guidance.

Choose Accountability In Your Financial Partnerships

Choose Accountability In Your Financial Partnerships

CFP® professionals don’t just say we put your interests first. As a fiduciary Kim:

  • Is legally and ethically obligated to act in your best interest at all times.
  • Strives to make every financial decision, strategy, and recommendation with what benefits you the most.
  • Commitment extends across all aspects of financial planning, from investment management to retirement planning

Work With a True Partner—a CFP® Professional

Experience the power of having a professional partner who provides clarity, confidence, and personalized financial strategies. At PRICA, we're not just professionals – we're your partners in building a secure financial future

Connect With a CFP® Today

Who We Work With

We help individuals, families, and women optimize assets and chart a path to a full life, with tailored advice for each life stage.

Let’s Work Together

Our Approach

Our personalized, educational approach fosters a judgment-free zone with honest financial discussions for empowered decision-making.

Discover Our Approach

Contact Us

Get in touch today to learn more about how our non-judgmental, encouraging approach can inspire confidence on your financial journey.

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