As Staff Planner, Kim does extensive analysis work, aids clients with their insurance needs, manages client billing, and assists Eliot with monitoring and adjusting client portfolios as goals change and market conditions evolve.
Kim joined The Investors Center, Inc. in 2004 with over 20 years in the financial services industry, including 10 years as a financial advisor in San Diego, CA and several years as a sales manager for American Skandia/Prudential Annuities in Shelton, CT. He is a Certified Financial Planner™ professional and a Chartered Financial Consultant®. He is a registered principal and a registered representative with RJFS, and is insurance licensed and Partnership Certified for Long Term Care with the State of Connecticut.
He earned a B.A. in Philosophy and Theology from Point Loma Nazarene University in San Diego, CA and a M.A.R. in Historical Theology from Yale University.