Our Qualifications

Kim Bright, Certified Financial Planner™,  is a highly accomplished finance executive with over 25 years of business leadership experience and owner of Bright Financial Planning. 

Kim is a CFP®, a CPA, a Registered Securities Representative with Royal Alliance Associates, Inc., and holds the California Life, Accident, Health, and Variable Contracts License.  She holds Series 7 and 66 registrations.  She is a member of several financial industry organizations.

Ms. Bright is dedicated to lifelong learning.  She earned her Bachelor of Science Degree in Business Administration from University of Phoenix and a Certificate in Personal Financial Planning from UCLA.

We are dedicated to developing lasting relationships with all our clients. We believe in helping you assess your financial goals and participate in the management of your finances. One of the benefits of working with us is our ability to provide clear, easily understood explanations of financial products and services. The personalized program that we can provide is a roadmap to working toward a more independent financial future.

We look forward to using our expertise to help you pursue your financial goals.