Focus: Insurance Strategies, Investment Strategies, Special Care, Financial Education, Retirement Income Planning, College Funding Strategies, Risk Management Strategies, Business Owners
Languages: English, Korean
My goal is to help make a positive difference in the life of a person with a disability or other special need, their parents/caregivers, and other family members. As a Special Care Planner, I assist families with developing valuable financial strategies with my knowledge of and dedication to the diverse concerns of special needs families.
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1045 W. Huntington Drive Suite 200
Arcadia, CA 91007