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

213-251-1631

CA Lic. #0H50043

Hye Ri Kim, CFP®,

Managing Partner

213-251-1605

CA Lic. #0I77633

Justin Shin

Managing Partner

213-251-1635

CA Lic. # 0K01782

Richard Kno

Partner

213-251-1645

CA Lic. # 0K08309

Ruri Im

Associate Partner

213-251-1607

CA Lic. # 4101200

Ji Soo Kim Rohr

Associate

213-251-1611

CA Lic. # 0M98936

Ha Young Song

Financial Professional

213-251-1687

CA Lic. # 4298297

Taehee Lee

Financial Consultant

213-251-1604

CA Lic. # 4437368

Jennifer Kim, CPA, CFP®

Yeonhee Kim

Executive Assistant

Rachel Choi

Assistant

Young Hong

Assistant

Resources

Financially Savvy at Six Figures

Help your clients with these practical steps to make the most of their six-figure income.

Learn More

Financial Strategies for Women

Some may leave their future to chance but in the world of finance, the effects of the "confidence gap" can be apparent.

Learn More

Choices for Your 401(k) at a Former Employer

Individuals have four basic choices with the 401(k) account they accrued at a previous employer.

Learn More

What to Look for in Personal Finance Apps

An increasing number have been developed to help individuals with their personal finances.

Learn More

Let's Get Started

Take the first step toward a more confident financial future with personalized guidance tailored to your goals and priorities.

Book A Consultation