Kim I Cutler, CFP®
Your equity compensation can play a significant role in your overall financial picture. As your Workplace Advisor for Equity Compensation and a Financial Advisor, I am here to help you align your equity compensation strategy with your broader financial goals. My aim is to help you preserve and grow your wealth, connecting you with the resources you need when you need them.
As a CERTIFIED FINANCIAL PLANNER™, I provide personal advice and investment solutions to financially successful individuals and families. I am committed to long-term relationships and strive to deliver objective advice through exceptional, high-touch client service.
My mission is to guide clients on the growth and preservation of their assets, while providing for current income and cash flow needs. My comprehensive process is focused on articulating each client's needs, goals, dreams, and challenges. This information then serves as the foundation for the development and implementation of a custom financial plan, which can be easily adapted to respond to life changes.
I am dedicated to helping you manage your financial life, no matter the complexity of your situation. As part of one of the top wealth teams at Morgan Stanley, I can take advantage of the firm's most sophisticated planning technology to develop a long-term roadmap for your future. My service commitment ensures the constant monitoring of your plan and proactive communication to help keep you on course.
Forbes Top Next-Gen Wealth Advisors Best-In-State 2023 Forbes Top Next-Gen Wealth Advisors Best-In-State 2023 Source: Forbes.com (Awarded Aug 2023). Data compiled by SHOOK Research LLC based on time period from 3/31/22 – 3/31/23.
Forbes Top Women Wealth Advisors Best-In-State 2023 Source: Forbes.com (February 2023) Forbes America's Top Women Wealth Advisors & Forbes Top Women Wealth Advisors Best-In- State rankings awarded in 2023. This ranking was determined based on an evaluation process conducted by SHOOK Research LLC (the research company) in partnership with Forbes (the publisher) during the period from 9/30/21 - 9/30/22.
Forbes Best-In-State Wealth Management Teams 2023 Source: Forbes.com (January 2023) 2023 Forbes Best-In-State Wealth Management Teams ranking awarded in 2023. This ranking was determined based on an evaluation process conducted by SHOOK Research LLC (the research company) in partnership with Forbes (the publisher) during the period from 3/31/21 – 3/31/22.
Working Mother Magazine & SHOOK Research's Top Wealth Advisor Moms
Source: Workingmother.com (Awarded Oct 2020) Data compiled by SHOOK Research LLC based on time period from 3/31/19 - 3/31/20.
NMLS#: 1265035
CA Insurance License #: 0G38108
As a Financial Advisor specializing in equity compensation, I have experience helping clients manage their equity awards as part of their larger financial picture and can help you define a strategy that aligns with both your current needs and future financial goals.
Your equity award journey is always evolving and I’m here to help at every step of the way. Together we can make sure you stay on top of key milestones, including vesting events or options expirations.
Your equity compensation is a powerful tool to help you achieve your financial goals. By working with you to understand your needs and objectives, I can help you make decisions about your equity awards that help support your broader financial picture.
Having a plan can help you stay on track towards meeting your goals. Together we can implement a goals-based plan, that takes your equity awards in to account, and adjusts it as your goals and markets change.
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