Kim Gieseler
Co-Founder & Senior Wealth Advisor
Valorem Financial
Valorem Financial
I guide successful women and couples with goal-based financial planning empowering clients with knowledge and confidence to achieve financial fulfillment. I am their trusted advisor.
Certifications & Licenses:
Certified Financial Planner™ professional (CFP®), Retirement Income Certified Professional® (RICP®), FINRA Series 63, Series 65, Series 7, and Series 6, Life & Health Insurance, Long-Term Care Insurance
States where licensed: Colorado, California, Florida, Georgia, Minnesota, and Missouri
I started my practice to help women achieve financial peace. I prioritize genuine connections, understanding their needs and dreams, and supporting them throughout their life journeys. I guide clients through personalized planning, empowering informed decisions for a confident financial future.
Valorem, Latin for value, is a local firm with national resources. We help our clients cultivate a future where impactful financial planning and disciplined investment management transform lives. Guided by a profound understanding of our clients’ values, we aim to enrich every journey with exceptional service by fostering long-lasting relationships and an enduring legacy.
Broker: Cetera Wealth Services, RIA: Carson Wealth Management
Term: February 5, 2026-December 31, 2026