Kim Bourne
Managing Director @Playfair Planning
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WORK HISTORY
Managing Director @Playfair Planning
We guide America\'s finest families along their financial journeys so that they experience what they value most in life.
EDUCATION
Pace University
Bachelor of Business Administration (B.B.A.), Public Accounting
ABOUT KIM BOURNE
I have experienced things in my personal life that led me into this business. I watched people work hard and long, yet fall short of happiness. I have been fascinated by the relationship that people have with their money ever since I was a little girl. In my own family, money created a wedge instead of drawing my relatives closer together. Emotions got in the way of making the best decisions. I vowed to break this cycle. It is with a kind heart and all of the knowledge that I possess that I work with successful people to help them to make smart choices about their money. In a time when the financial services industry obsesses about turbulent markets and expanding territories with automation, my clients enjoy a highly personalized service. I welcome volatility and inspire my clients to focus on the things that are within our control; minimized taxes and asset protection. We help our clients align their finances with their most important goals and their most deeply held values. I hold our clients and our financial team accountable to making the right decisions that affect financial longevity and charitable giving. Securities offered through Avantax Investment Services℠, Member FINRA, SIPC. Investment advisory services offered through Avantax Advisory Services℠. Insurance services offered through an Avantax affiliated insurance agency Please visit for more information.
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