Put your future into focus today.
Let's get started
Hui Kim, CFP
Senior Financial Advisor
Managing Director - Investments
With over 25 years of experience in financial services, I am dedicated to helping individuals meet their financial needs by developing investment plans around their long-term goals and risk tolerance. My extensive experience throughout major shifts in the markets enables me to help my clients structure balanced portfolios to address specific financial goals. Whether you are planning for retirement saving for your children’s or grandchildren’s education or looking to preserve your wealth I can help.
I began my financial services career as an advisor with Salomon Smith Barney in 2000. In 2008 I moved my financial practice to Wells Fargo Advisors in La Habra. I have served northern Orange County investors since and look forward to helping other families with their financial needs.
I hold the CERTIFIED FINANCIAL PLANNER® designation, FINRA series 7 and 66 registrations, and Life and Disability Insurance licenses.
I have earned a bachelor’s degree in biology from UCLA. I live in Brea with my wife Diane and our two children, Chloe and Colin.
CA Insurance License: 0D55448 | Resident State: CA
Certificates
CFP
eMoney Advisor®
A modernized approach to advice
Leveraging our industry leading advice tools and resources simplifies the planning process and allows you to track closer to your desired outcomes.
Investment expertise and advice in an effort to help clients succeed financially
