Patrick Kim, CLU, ChFC, RICP, FSCP, LUTCF
COO & VP of Financial Planning
He graduated from UCLA with Economics B.A. degree and started 1st full-time career in financial services industry as registered representative. With over 27 years of experience, Patrick has held the roles at various senior management levels including CDO/EVP role in charge of entire distribution channels in Korea. Throughout his career, he received various top awards and recognition in his roles.
He is closely working with the high net worth personal clients and business clients with advanced planning teams and techniques on “Growing the Assets (Tax/Investment/Protection)”, “Retirement Preparations (Income/Expense/Health Care)” and“Legacy Transfers (Individual/Family/Company)”.
Patrick holds the licenses and professional designations.
- License: CA LAH/P&C and FINRAS7/26/RIA
- Designation: CLU (Chartered Life Underwriter)/ChFC (Chartered Financial Consultant)/RICP (Retirement Income Certified Planner)/FSCP (Financial Services Certified Planner)/LUTCF (Life Underwriter Training Council Fellowship)
Patrick is married and has two children.