Focus: Insurance Strategies, Investment Strategies, Business Owners, LGBTQ, Retirement Income Planning, Retirement Strategies, College Funding Strategies, Charitable Giving, Group Benefits, Business Succession Planning, Risk Management Strategies, Estate Planning, Financial Education, Military
Languages: English, Korean, Spanish
Hyun Joo has been working in the financial services industry since 2005. Prior to the financial services industry, she worked in the continuing education space with UC Berkeley Extension and ventured into the start-up world working in Human Resources and Accounting.
Hyun Joo’s passion is helping her clients gain clarity regarding their financial lives as well as growing and developing her team of financial advisors. She helps identify what is truly important to them and constantly challenges them to work towards their own definition of success. She understands that everyone’s journey and relationship with money is different. She realizes that it is important to uncover the intrinsic motivators that help shape their financial decisions. The success of the organization is what keeps her motivated to constantly learn and grow. She understands that the financial services industry has so much more it can accomplish. Financial literacy and empowering her community is another passion of hers.
As the Vice President of the Walnut Creek office, Hyun Joo is tirelessly in search of top talent with diverse perspectives. She understands that interconnectedness with the community is what will keep the organization relevant in a world of rapid change and disruption. She uses an “Integrative Approach” to helping clients and the advisors leverage all the resources available to them. She understands that top talent comes from all walks of life. The financial services industry can allow for success to anyone who has the right mindset and the desire to achieve it.
Hyun Joo graduated with honors from UC Berkeley. She resides in Oakland with her daughter and dog. She is an avid sports fan and loves spending time with her friends and family. She loves traveling the world and learning about different cultures. She was in the Rock n’ Roll Marathon Hall of Fame in 2014.
Domiciled in CA
CA Insurance License # 0E95642
Check the background of this investment professional on FINRA’s BrokerCheck
1255 Treat Boulevard Suite 400
Walnut Creek, CA 94597-7968