Kim strongly believes there is a marriage between one’s health, wealth, dreams and family life. She helps her clients integrate their financial means with the other key components of their lives, assisting them in their journey towards lifelong well-being. Kim focuses on developing strategic plans for preserving her clients’ tangible and intangible success, and the smooth transition of these assets among family members. She holds her Series 7, 24, 51, 63 and 65 registrations; insurance licenses; Chartered Advisor in Philanthropy® designation; and CERTIFIED FINANCIAL PLANNER™ designation.