
Monthly Recap – April 2025
May 7, 2025
Monthly Observations Market “Liberates” Itself from Sharp Early Drawdown Investors faced e...
Kim Bui brings a passion for learning and a commitment to serving others in meaningful ways.
Originally from the west coast, Kim earned her Bachelor of Science in Environmental Studies at University of California, Berkeley and Master of Arts in English at San Francisco State University. She served more than 15 years as an English teacher for international college students throughout the U.S. and overseas.
In 2019, Kim decided to pursue her interest in entrepreneurship and started a mobile food business serving the Denver metro area. It was during her time as a small business owner navigating complex financial decisions that she developed a desire to learn more about financial planning, which eventually led her to Moneta.
Prior to joining Moneta as a Client Service Manager in 2024, Kim gained financial services experience at TIAA where she earned her securities licenses and supported clients through education and assistance regarding their retirement plans.
Outside of work, Kim enjoys spending time with family and friends, trying new restaurants, exploring the arts and culture scene around Denver, reading, exercising, and traveling to faraway places.
Dive into the latest insights from our expert team with our personal touch.
May 7, 2025
Monthly Observations Market “Liberates” Itself from Sharp Early Drawdown Investors faced e...
April 29, 2025
When discussing philanthropy with charitably inclined clients, we’ve added a sixth “T” to our shorthan...
April 24, 2025
Tim Side, CFA – Investment StrategistChris Kamykowski, CFA, CFP® – Head of Investment Strategy and Res...