About Us
Kim Naples, Founder
Kim is a former eMoney Senior Account Executive with over 20 years of FinTech Experience. During her tenure at eMoney, she was charged with deploying the Wealth Management Platform into Enterprise accounts, which entailed; client onboarding, Advisor training and utilization support. She has taken that experience, along with her passion
Kim is a former eMoney Senior Account Executive with over 20 years of FinTech Experience. During her tenure at eMoney, she was charged with deploying the Wealth Management Platform into Enterprise accounts, which entailed; client onboarding, Advisor training and utilization support. She has taken that experience, along with her passion to help others, and formed Optimized Advisors, LLC. Kim remains current with the latest eMoney releases. In 2017, she completed eMoney's 3-day live training sessions.