Kimberly L. Jaques, CFP®
Wealth Advisor | Principal
When I entered the financial services industry, I knew I wanted to help people. But it was only after I began working directly with clients that I realized my strengths — planning, clarity, and focus — aligned perfectly with their goals. Now, it’s my honor to put these skills to work every day for our clients’ financial futures.
Over the years, I’ve learned my most important role is to facilitate tough conversations about money. That process starts with creating a safe, non-judgmental listening space for everyone involved so they feel at ease talking about topics that can be personal. As a Certified Financial Planner™, I approach every challenge with a can-do attitude that keeps the focus on straightforward, easy-to-follow solutions. I want clients to leave with an empowering feeling of forward momentum.
At R|W, we want to build a legacy of solid work, deep expertise, and years-long relationships. I hope clients sense my enthusiasm for their goals every time they interact with me and our firm. It’s a thrill to watch their lives and dreams expand with each successive generation.
I grew up in Boise and feel blessed that my husband, Aaron, and I are raising our daughter here as well. Our community is growing and evolving, but my colleagues and I are committed to moving mountains for our clients — new and old — to fulfill their dreams and happiness.
Education & Professional Designations:
- Boise State University, Bachelor of Business Administration in Finance
- Certified Financial Planner™ Professional (CFP®)
Memberships and Community Service:
- School Parent Association – Treasurer
- The Idaho Catholic Foundation – Estate Planning Panel
