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Kim Huan, CFP®, CRPC®, CPA, CMA

Kim Huan, CFP®, CRPC®, CPA, CMA

Retired Associate

As the former Director of Financial Planning, Kim was passionate about helping clients achieve their financial goals and endeavored to design and create customized financial plans with implementable strategies. Her goal was to help clients take charge of their financial future and achieve their financial objectives with a greater sense of security. Kim’s knowledge, analytical experience and attention to detail as a tax specialist in her previous role brought another dimension to her analysis and creation of financial plans.

Kim earned her Bachelors of Science in Economics (Honors) from London School of Economics, London, England as well as her MBA in finance and accounting from Columbia University, New York. She obtained her CERTIFIED FINANCIAL PLANNER™ (CFP®) certification and Chartered Retirement Planning Consultant (CRPC®) designation from the College of Financial Planning in Denver, CO. She was a tax specialist with PriceWaterhouse Coopers and is a licensed Certified Public Accountant (CPA*) and Certified Management Accountant (CMA*).

She resides in Phoenix, AZ. She is extremely active in her church, previously the Women’s Club of Franklin Lakes, and the Bergen County Academies where all four of her children have attended. She loves traveling, dining, cooking and gardening.

* Licensed, not practicing.