Joseph Kim joined Lenox in 2021 as an Associate in our Los Angeles office. He is responsible for working with both corporate and high net worth clients of the firm. Joseph offers an analysis of your current financial situation and helps you to identify financial goals and concerns, illustrate what is being done to reach your goals, and identify gaps, if present, and offer solutions to help fill them.
Prior to joining Lenox, Joseph spent three years at Equitable Advisors. He graduated from Pepperdine University where he obtained a degree in International Management. Outside of the office, Joseph enjoys spending time with his wife, Sunny and son, Joseph.
Joseph currently holds his FINRA Series 7 and 66 securities licenses.
- Insurance Strategies
- Investment Strategies
Check the background of this investment professional on FINRA’s BrokerCheckSee Joseph’s Licenses and Disclosures