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Kimberly Bridges, Ph.D., CFP®, CPWA®, CDFA™

Vice President and Senior Financial Planner

The Commerce Trust Company

Kansas City, Mo.

 

Kimberly Bridges, Ph.D., CFP®, CPWA®, CDFA™ currently serves on the board of directors of the Financial Planning Association® (FPA®), the largest membership organization for CFP® professionals in the country, and includes many others who support the financial planning process.

 

Bridges is Vice President and Senior Financial Planner at The Commerce Trust Company and a member of the financial advisory services team — a dedicated financial planning practice within Commerce Trust that provides objective financial advice to clients. In her work, she develops holistic and coordinated plans to help clients meet their short-term and long-term goals as well as take full advantage of various planning, tax, and investment strategies. Prior to joining Commerce Trust in 2015, Bridges served clients at BMO Private Bank and Stoker Ostler Wealth Advisors — a division of BMO Financial Group — in the Phoenix and Kansas City markets.

 

With a commitment to leading the association at the local level, Bridges has served on the board of directors for the Financial Planning Association of Greater Kansas City and is a past president and chair of the Financial Planning Association of Greater Phoenix.

 

A Certified Financial Planner™ (CFP®) professional, Bridges received a Bachelor of Science degree in human ecology and Master of Science degree in family studies and human services with an emphasis in family financial planning from Kansas State University. She also earned a doctorate in personal financial planning from Texas Tech University. Additionally, she holds the Certified Private Wealth Advisor® and Certified Divorce Financial Analyst® designations. ​