At La Paz Wealth, we believe financial peace should be within everyone's reach. Every family—no matter their background, income, or language—deserves access to professional guidance and a plan for lasting security.
Our mission is to help families, especially Spanish-speaking and immigrant communities, build confidence with their money and create opportunities for future generations. We understand the real-world challenges that working families face when balancing day-to-day needs with long-term goals, and we meet you where you are—en español or in English.
As a fiduciary financial planner pursuing CFP® certification, we are dedicated to acting in your best interest at all times. Our approach is transparent, fee-only, and conflict-free—no commissions, no sales agendas—just objective advice to help you find clarity, confidence, and peace in your financial life.
At La Paz Wealth, our purpose is simple: to bring la paz—peace of mind—to your financial journey.
Who You'll Be Working With
When you choose La Paz Wealth, you'll work directly with Kim S.M., the founder and financial planner behind the firm.
With a background in comprehensive financial planning, and currently pursuing the CFP® certification, I founded La Paz Wealth to make financial planning more inclusive and approachable—especially for Spanish-speaking families, and working professionals who often feel overlooked by traditional firms.
I believe that money should be a source of peace, not stress. My approach is calm, judgment-free, and focused on helping you make confident decisions about your future. Whether we meet in English or Spanish, my goal is to help you find clarity, build confidence, and move forward with a plan that fits your life.
Education & Credentials
Bachelor of Science in Computer Science
Columbia University
Graduated February 2020
CFP® Certification
Currently Pursuing
Certificate in Financial Planning
Boston University
eMoney Fundamentals Certification
VITA/TCE Certifications
Basic and Advanced