Kim Gieseler

                            
CFP®, RICP®

                            
Co-Founder & Senior Wealth Advisor

                                                                                        
(303) 393-2456

                            
                                                    

                                                    
Contact Kim

                            

                                                                


    

        
    

    
                            

                                            

                

            

        


        

			

		

			

		

				
				
				
				
				
				
				

				

				
				
				
				
				

				
				
				
				
				
Meet Kim


 


Kim is a relationship-oriented Senior Wealth Advisor and Co-Founder of Valorem Financial. A CERTIFIED FINANCIAL PLANNER™ Practitioner and Retirement Income Certified Professional ®, Kim graduated Magna Cum Laude from the University of Denver in 1991 with a bachelor’s degree in marketing.


After graduating and beginning her career in marketing, sales and management, Kim discovered her real passion was in helping people manage their financial lives. More motivated than ever, she went back to school, became registered and licensed, and switched careers. Kim started her career at Metlife as a financial planner, working there for over six years before transitioning to independent practice in 2009.


Kim co-founded Valorem Financial 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. Thanks to her clients, Kim has been a recipient of the Five Star Professional Wealth Manager Award since 2014, and in 2016, was awarded the Carson Coaching Emerging Firm of the Year Award.


In her free time, Kim has a passion for teaching children about money and fostering financial literacy. Kim has taught the CFP® certificate program at Metropolitan State University of Denver, is on the board of the Outdoor Lab Foundation, and is a proud Girl Scout leader. She also loves to ski, camp, boat, hike, bike, and is a fan of the Denver Broncos and Colorado Avalanche. If all of that doesn’t give it away, Kim is a Colorado native, having grown up in Green Mountain. Today, Kim lives in southwest Littleton with her husband Greg, and their two teenage children, Evan and Stella.


 


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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.