Kimberly Muska, CFP®, CPWA®, CDFA®
601 108th Ave NE, 20th Floor
Bellevue, Washington 98004
United States
Bellevue, Washington 98004
United States
Office Phone: 425-451-2355
Member since 2019
Membership Type: IACP
Profession(s)
Financial Professional Area(s) of Practice: Kim has extensive experience guiding clients through some of life's most critical events. Her 20 year career has focused on helping clients make their largest impact in life by building strategies for growing and preserving their wealth. Her areas of expertise include comprehensive financial planning and advice related to divorce, business transitions, liquidity events, retirement, and wealth transfer planning. She leverages her deep network of trusted advisors in legal, tax, and philanthropic planning so that clients can focus on what matters most to them.
When working with divorcing clients, she partners with attorneys and helps their clients understand the financial complexity of their divorce. She helps clients to think through the decisions they need to make, understand their balance sheet, create a budget and financial declaration, consider their long and short-term goals, and is there to implement their divorce financial plan once a settlement is reached. Her unique background, credentials, and perspective provides her clients with the resources and advice they need to make confident decisions. In addition to the client work for with litigation cases, she is collaboratively trained and can serve as a financial neutral in collaborative cases.
License(s): CERTIFIED FINANCIAL PLANNER™ professional (2004)
Certified Divorce Financial Analyst® (2013)
Certified Private Wealth Advisor® (2017)
Securities licenses: Series 7 and 66
Insurance licenses: Life, Disability, and Long-term Care
Professional Activities
• Member, Seattle Estate Planning Council • Member, East King County Estate Planning Council • Member, International Academy of Collaborative Professionals • Member, King County Collaborative Law • Member, Compass Collaborative Practice Group • Member, East King County Collaborative Law Practice Group • Mentor, Seattle University Albers School of Business Mentor Program • Founding member of All Bar None, Washington ChapterUndergraduate Education
Loyola University Chicago, 1999
Professional Education
DePaul University, Certificate Program, Financial Planning
The University of Chicago Booth School of Business, Certified Private Wealth Advisor Program
University of Washington School of Law, Professional Mediation Skills Training Program
Collaborative Divorce Training (Basic and Advanced)