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.
Hobbies
Music, Hiking, Movies, Drawing
Affiliations & Memberships
Member of the Financial Industry Regulatory Authority, Inc. (FINRA), Member of Million Dollar Round Table (MDRT)
Languages: English, Korean
Specialties:Insurance Strategies, Investment Strategies, Business Owners, Retirement Income Planning, Estate Planning, Business Succession Planning, Group Benefits