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About Us

Our mission is to provide objective guidance and personalized strategies that help clients make informed financial decisions with confidence.

Our Team of Dedicated Professionals

Our experienced professionals work together to provide personalized guidance and thoughtful strategies tailored to each client’s unique goals.

David Hong

President | CEO

Hye Ri Kim, CFP®,

Managing Partner

Justin Shin

Managing Partner

Ruri Im

Associate Partner

Ha Young Song

Financial Professional

Taehee Lee

Financial Consultant

Yeonhee Kim

Executive Assistant

Young Hong

Assistant

Resources

Financial Aid for Students 101

Financial Aid for Students 101

Help your college-bound child explore scholarships, grants, and more with this article on paying for higher education.
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13 Key Moments to Ensure Your Plan is Keeping Up With You

13 Key Moments to Ensure Your Plan is Keeping Up With You

13 Key Moments to Make Sure Your Financial Plan is Keeping Up With You
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Mortgages in Retirement

Mortgages in Retirement

Explore the benefits and drawbacks to paying off your mortgage prior to retirement with this article.
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Understanding ETFs: Building Blocks of Modern Investing

Understanding ETFs: Building Blocks of Modern Investing

Educational ETF infographic explaining benefits, types & mechanics. Features current statistics and citations.
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