As a Staff Planner, Kim's responsibilities include trade execution, extensive analysis work, aiding clients with their insurance needs, and managing client billing.
Kim joined The Investors Center 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®. In addition, he is a registered principal and a registered representative with RJFS. He is insurance licensed and Partnership Certified for Long Term Care with the State of Connecticut.
He earned a B.A. in both Philosophy and Theology from Point Loma Nazarene University in San Diego, CA, and an M.A.R. in Historical Theology from Yale University.
Kim and his wife, Robin, live in the Litchfield Hills.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™, and in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.