Kimberlee Bouska, CFP®, CRPC®
Financial Advisor, CUSO Financial Services, L.P.
Phone: 800.637.0852 x7692 (Tanasbourne and 153rd Drive branches)
Securities licensed in Oregon and Washington.
Kimberlee Bouska is a CERTIFIED FINANCIAL PLANNERTM practitioner. She fully understands the subtlety of today’s market and works with every member to craft an individualized plan that targets immediate and future needs. In other words, she’s interested in offering objective advice that’s right for the member. Kimberlee specializes in retirement savings, estate planning, college planning, insurance advice, asset building and more.
Kimberlee received her undergraduate degree from the University of Kansas and a graduate of Kaplan University – which means she’s a huge KU Jayhawks fan.
Her young son keeps her busy, but she does find time to enjoy an occasional game of racquetball, volunteer at various organizations and cheer on her alma mater. She and her husband enjoy spending time with friends and family at their home in Hillsboro.
Qualifications: holds series 7, 63, and 65 securities licenses; life and health insurance licensed with variable endorsements. Investments and investment advisory services offered through CUSO Financial Services, L.P. (CFS), an independent broker-dealer and SEC Registered Investment Advisor are Not NCUA/NCUSIF insured, are Not credit union guaranteed and May lose value. First Tech Credit Union is in partnership with CFS. Financial Advisors are employees of First Tech Credit Union and registered through CFS. (Member FINRA/SIPC)
CFP® and CERTIFIED FINANCIAL PLANNER ™ are certification marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP® Board ’s initial and ongoing certification requirements.
CHARTERED RETIREMENT PLANNING COUNSELORSM AND CRPC® are registered service marks of the College for Financial Planning®.
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