Kim started her business to help others lead inspired lives and plan for the days ahead. She advises successful couples and single women on how to create financial roadmaps through powerful, genuine connection and strategic life planning. Kim enjoys working with clients through the planning process and guiding them on the implementation of their individual plan. She finds satisfaction in watching her clients fulfill their goals.
Kim graduated Magna Cum Laude in 1991 from the University of Denver with a BSBA in Marketing. After her first career in Marketing, Sales and Sales Management, she discovered her real passion lay in helping people manage their financial lives. She went back to school became registered, licensed and switched careers. She worked with Snoopy at MetLife for over six years before transitioning to independent practice over ten years ago.
She is proud to be a CERTIFIED FINANCIAL PLANNER™ Practitioner and a Retirement Income Certified Professional (RICP®). What this means for her clients is that Kim abides by the highest educational and ethical standards. And thanks to her clients, Kim is a multi-year winner of the 5 Star Professional Wealth Manager Award (2014-2022). She also was awarded the 2016 Carson Coaching Emerging Firm of the year.
Kim has a passion for teaching children about money and fostering financial literacy. She also loves to ski, camp, boat, hike, bike, root for the Denver Broncos and Colorado Avalanche…and, if that doesn’t give it away, is a native of Colorado. She grew up in Green Mountain, and for over 17 years, she and her husband, Greg, have lived in southwest Littleton with their two children. Greg owns and operates the Lakewood, Golden and Evergreen CertaPro Painting franchise. Their daughter, Stella, is 10 years old and loves dance, singing, Girl Scouts and playing piano. Their 17-year-old son, Evan, loves sports and enjoys playing high school and competitive soccer.
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* The Five Star Wealth Manager award, administered by Crescendo Business Services, LLC (dba Five Star Professional), is based on 10 objective criteria. Eligibility criteria – required: 1. Credentialed as a registered investment adviser or a registered investment adviser representative; 2. Actively registered as a registered investment adviser or as a principal of a registered investment adviser firm for a minimum of 5 years; 3. Favorable regulatory and complaint history review (As defined by Five Star Professional, the wealth manager has not: A. Been subject to a regulatory action that resulted in a registration being suspended or revoked, or payment of a fine; B. Had more than a total of three settled or pending complaints filed against them and/or a total of five settled, pending, dismissed or denied complaints with any regulatory authority or Five Star Professional’s consumer complaint process. Unfavorable feedback may have been discovered through a check of complaints registered with a regulatory authority or complaints registered through Five Star Professional’s consumer complaint process; feedback may not be representative of any one client’s experience; C. Individually contributed to a financial settlement of a customer complaint; D. Filed for personal bankruptcy within the past 11 years; E. Been terminated from a financial services firm within the past 11 years; F. Been convicted of a felony); 4. Fulfilled their firm review based on internal standards; 5. Accepting new clients. Evaluation criteria – considered: 6. One-year client retention rate; 7. Five-year client retention rate; 8. Non-institutional discretionary and/or non-discretionary client assets administered; 9. Number of client households served; 10. Education and professional designations. Wealth managers do not pay a fee to be considered or placed on the final list of Five Star Wealth managers. Award does not evaluate quality of services provided to clients. Working with a Five Star Wealth Manager does not ensure that a client or prospective client will experience a higher level of performance or results. The inclusion of a wealth manager on the Five Star Wealth Manager Award list should not be construed as an endorsement of the wealth manager by any client nor are they representative of any one client’s evaluation. The Five Star award is not indicative of the wealth manager’s future performance. Working with a Five Star Wealth Manager or any wealth manager is no guarantee as to future investment success nor is there any guarantee that the selected wealth managers will be awarded this accomplishment by Five Star Professional in the future. For more information on the Five Star award and the research/selection methodology, go to fivestarprofessional.com.
Carson Coaching Emerging Firm of the Year received by Kim Gieseler 2016. The Emerging Firm of the Year award recognizes firms within their first 24 months of Carson Coaching membership that have demonstrated exceptional execution and implementation of core practice management concepts. Additional criteria for award consideration includes asset growth, community involvement, and client experience. Receiving this award is not a guarantee of future investment success. This recognition should not be construed as an endorsement of the advisor by any client. Carson Coaching if formerly known as Peak Advisor Alliance.