Meet Kim Morton of Bridge Financial Strategies

Business Name
Bridge Financial Strategies

Business Website

Business Owner/Manager
Julie Kern

What is your name and title?

Kim Morton, CFP(R), CCO

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How many years have you been in business?

What product or service do you offer?

Financial Planning - Your goals are at the heart of the customized plans we deliver. Whether you’re seeking the best possible retirement-funding options, saving for kids’ college, or looking to reduce your tax liability, we can create the plan that’s personalized for you.
Our comprehensive approach includes investment management, tax planning (and preparation), financial planning, cash management, legacy planning, and insurance planning.

What makes your business different, competitive, or unique?

Because we believe that everyone deserves freedom, dignity, and peace of mind, we are passionate about helping you achieve your financial goals. It is our pleasure and privilege to learn about your dreams, and then apply our skills and knowledge to help make them a reality.

What motivates you professionally?

I enjoy helping families and professionals build a solid plan for their future. It’s a great career fit for my personality, because it often requires extensive research (which I love doing), and a focus on detail (which I have a knack for). All this feeds my passion for serving up objective advice, and helping people make informed decisions about their finances.

What do you consider to be your greatest success?

My family.

Who do you look up to or admire?

My parents.

When you're not working, where in Gilbert do you spend your time?

Usually we are doing family activities, which could be anything from a bike ride or a day at Fat Cats to ice skating or an escape room.