3720 Davinci Court, Suite 150
Peachtree Corners, GA 30092
Professional Story
I offer total financial needs analysis, including access to trust services, through a network of experienced professionals with expertise in:
- Advisory services
- Retirement analysis and programs
- Estate strategies
- Employee benefit and retention services
- Business continuation strategies
Education
Catholic University of Korea
Hobbies
Choir, Interior Design
Affiliations & Memberships
Member of the Fianncial Industry Regulatory Authority, Inc (FINRA), Federation of Korean Association,
Community Involvement
Korean Church of Atlanta UMC
Languages: English, Korean
Specialties:Retirement Strategies, Investment Strategies, Insurance Strategies, Business Owners, Military, Retirement Income Planning, College Funding Strategies, Charitable Giving, Group Benefits, Business Succession Planning, Risk Management Strategies, Estate Planning, Financial Education
Check the background of this investment professional on FINRA's BrokerCheck