“Kim was one of my professors at Texas Tech. She was always on top of her lessons and very helpful in teaching the students the material. She is very knowledgeable and was able to explain in simple terms so that each student could grasp the conceps being taught. She is a very diligent worker, dependable, and highly intelligent. She is compassionate and a great asset to have on a team.”
About
I found my passion when I took a personal finance class at the local community college…
Activity
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Honored to spend the afternoon with the Nerds at #nerdseyeview with Kitces.com. This team of nerds is truly incredible. Along with Jessi Chadd…
Honored to spend the afternoon with the Nerds at #nerdseyeview with Kitces.com. This team of nerds is truly incredible. Along with Jessi Chadd…
Liked by Kimberly Bridges, PhD, CFP®, CPWA®,CDFA®, RMA
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One of our firm values is to deliver Wow Client Service. We send out surveys after our planning engagements and post them to our #wowloveletters…
One of our firm values is to deliver Wow Client Service. We send out surveys after our planning engagements and post them to our #wowloveletters…
Liked by Kimberly Bridges, PhD, CFP®, CPWA®,CDFA®, RMA
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Grateful for the opportunity provided by BOK Financial to enjoy the day at the Tulsa Drillers Baseball game with our team. I am beyond proud to work…
Grateful for the opportunity provided by BOK Financial to enjoy the day at the Tulsa Drillers Baseball game with our team. I am beyond proud to work…
Liked by Kimberly Bridges, PhD, CFP®, CPWA®,CDFA®, RMA
Experience & Education
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BOK Financial
View Kimberly’s full experience
See their title, tenure and more.
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Licenses & Certifications
Publications
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"Importance of Human Capital in Recovery from Divorce for Women"
Journal of Financial Planning
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"The Role of Human Capital as a Financial Safeguard"
unpublished dissertation
Organizations
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Financial Planning Association
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Recommendations received
1 person has recommended Kimberly
Join now to viewMore activity by Kimberly
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I enjoyed moderating BOK Financial's recent Women & Wealth webinar on things I wish I would have known sooner. I was joined by Mari Salazar and Fenny…
I enjoyed moderating BOK Financial's recent Women & Wealth webinar on things I wish I would have known sooner. I was joined by Mari Salazar and Fenny…
Shared by Kimberly Bridges, PhD, CFP®, CPWA®,CDFA®, RMA
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"The advantage in selecting a corporate trustee as sole trustee is that the corporate trustee doesn’t steal from the trust or gamble the trust assets…
"The advantage in selecting a corporate trustee as sole trustee is that the corporate trustee doesn’t steal from the trust or gamble the trust assets…
Liked by Kimberly Bridges, PhD, CFP®, CPWA®,CDFA®, RMA
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The American College of Financial Services has a new CE platform! Get your CE hours filled with high quality content on essential advanced planning…
The American College of Financial Services has a new CE platform! Get your CE hours filled with high quality content on essential advanced planning…
Liked by Kimberly Bridges, PhD, CFP®, CPWA®,CDFA®, RMA
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Please join us in welcoming Kendelle Lord to BOK Financial as an Arizona market treasury management officer. “I personally have known Kendelle for…
Please join us in welcoming Kendelle Lord to BOK Financial as an Arizona market treasury management officer. “I personally have known Kendelle for…
Liked by Kimberly Bridges, PhD, CFP®, CPWA®,CDFA®, RMA
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Welcome Michelle George! We are excited to have you on the team!
Welcome Michelle George! We are excited to have you on the team!
Liked by Kimberly Bridges, PhD, CFP®, CPWA®,CDFA®, RMA
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Vanguard has a Partnership celebration each year to celebrate our firm’s unique alignment to our clients’ interest. This year we celebrated…
Vanguard has a Partnership celebration each year to celebrate our firm’s unique alignment to our clients’ interest. This year we celebrated…
Liked by Kimberly Bridges, PhD, CFP®, CPWA®,CDFA®, RMA
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Please join us in welcoming Ali Moosa to BOK Financial as an Arizona market team leader, commercial banking. “Ali understands our diverse client…
Please join us in welcoming Ali Moosa to BOK Financial as an Arizona market team leader, commercial banking. “Ali understands our diverse client…
Liked by Kimberly Bridges, PhD, CFP®, CPWA®,CDFA®, RMA
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