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 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
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
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.
Our Approach
Our personalized, educational approach fosters a judgment-free zone with honest financial discussions for empowered decision-making.
Contact Us
Get in touch today to learn more about how our non-judgmental, encouraging approach can inspire confidence on your financial journey.