Kim Gustafson
Wealth Advisor @ Colorado Financial Advisors | Helping Business Owners, Executives, Professionals & Families with wealth management, retirement & overall comprehensive financial planning | Owner, K2 Home Lending, #404870
- Role
- Wealth Advisor at Colorado Financial Advisors
- Location
- Denver, CO, US
- LinkedIn followers
- 500 followers
About Kim Gustafson
I am a Private Client Advisor with Key Private Client, a premier experience offering…
Experience
Wealth Advisor
Oct 2023 — Present · CO, US
My goal in working with clients is to improve the quality of their financial lives and well-being. I am passionate about providing innovative solutions for entrepreneurs, executives, and business owners to help them transform business value and create a legacy. My focus in working with my clients is to help them with their wealth accumulation strategy, overall financial planning and ensuring we distribute it in the most tax advantaged manner. Services offered: Retirement Planning, Life Insurance, Fee Based Planning and Investments, Disability Income Insurance, 401k Retirement Planning, Wealth and Estate Transfers, Planned Giving, Business Succession Planning, Banking and Credit Management, Long Term Care Insurance, Mortgage Financing
Education
The University of Texas at Austin
Bachelor of Science, Business/Corporate Communications
2000
University of Colorado Denver
Executive MBA
German Summer School of New Mexico
Deutsches Sprachzertifikat für den Beruf, German Studies
The University of Texas at Austin – Center for Professional Education (CPE)
Financial Planning, Finance and Financial Management Services
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