Focus: Insurance Strategies, Investment Strategies, Business Owners, College Funding Strategies, Group Benefits, Retirement Income Planning, Business Succession Planning
Languages: English, Korean
I am prepared to assist clients with their financial plans and help them meet their long-term financial goals. I work closely with my clients and can also work with you. I will assist you as you:
- Define your personal financial goals
- Develop a financial strategy that can help you achieve these goals
- Suggest suitable products and solutions based on your own tolerance for risk and your time-frame
- Implement your strategy with products and services that help meet your needs.
University of California (1990-1995)
Enjoy teaching and coaching my daughter and son from basketball, to soccer, tennis and encouraging them to never fear falling as they may realize how to fly.
Check the background of this investment professional on FINRA’s BrokerCheck
1045 W. Huntington Drive Suite 200
Arcadia, CA 91007