Kathy  Stearns,  CFP<sup>&reg;</sup> - Financial Advisor

Kathy Stearns, CFP®

First Affirmative

PO Box 488
Boise, ID 83701
FINANCIAL ADVISOR'S WEBSITE
(208) 350-6557 CONNECT WITH Kathy
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General

Kathy Stearns is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at First Affirmative in Boise, ID and the surrounding communities.

Financial Advisor Overview

My mission is to help clients be responsible stewards of their investments and income, so they are both financially secure and comfortable with how their investments affect the environment, their communities and the issues they care about. Three beliefs guide my practice: 1) Personal wealth and security are much more than income and assets. 2) People can and should earn competitive returns when they choose to invest in enterprises that contribute to a clean, healthy environment, treat people fairly, embrace equal opportunity, and produce safe and useful products. 3) Financial planning provides enormous benefit to individuals, couples, and families by creating a clear path to a shared vision of the future and relieving anxiety.

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Financial Advisor Experience

Prior to becoming a financial advisor in 2007, I spent more than 20 years working in the nonprofit sector to increase economic opportunities for disadvantaged populations. Most recently, I was executive vice president and chief financial officer at Opportunity Finance Network. Prior to that, I worked with ACCION International for 10 years. During that time, I helped establish a network of microfinance organizations in the U.S., managed a microfinance organization in Costa Rica, and provided training and consulting services in Asia, Africa and Latin America. I also worked as a consultant to the Ford Foundation and was a Peace Corps Volunteer in the Dominican Republic. My undergraduate degree is from Duke University and I have a Masters’ Degree from Cornell University.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)

Broker-Dealer Affiliation

None/NA

Broker-Dealer Disclaimer

Kathy Stearns is an Investment Advisor of First Affirmative Financial Network,LLC. First Affirmative is an independent Registered Investment Advisor (SEC File #801-56587).

Financial Advisor's Specialties

Comprehensive Financial Planning, Asset Allocation, Career Change, Investment Management, Mutual Funds, Life Planning, Retirement, Nontraditional Households

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Helpful Financial Planning Resources