Kim Surber, CFP, CDFA
Kim is a graduate of UCLA. She has been working in financial services since 1998 and in 2001 she earned her CFP designation and became an independent financial planner. She joined IDA in 2017. Her passion is making financial planning fun and exciting by really helping her clients to see their life’s vision, and all that they want to achieve, and then creating the strategies to make it happen.
Kim is also dedicated to helping women achieve financial independence. She volunteers at numerous women’s business organizations such as Women’s Peer Connection and the Southwest Riverside County Women’s Council of Realtors.
In 2014, Kim also earned her CDFA® designation (Certified Divorce Financial Analyst). As someone who has experienced divorce first hand, she has the experience and the knowledge to help others work through all the financial issues that come with the divorce process. She will be a strong ally in helping you make those financial decisions that will impact you for decades to come so you can stand strong and move forward financially confident. Kim also hosts a divorce workshop for women every month on the 3rd Saturday of the month.
When she’s not working, Kim enjoys playing the oboe, reading, wine-tasting with friends and spending time with her family.
Carlsbad, CA (760) 707-5555
Murrieta, CA (951) 290-5020
Scottsdale, AZ (480) 998-2995
Big Pine Key, FL (888) 401-2083
Fort Worth, TX (888) 401-2083
La Jolla, CA (888) 401-2083