Our Team
Peter Kim, President
Peter Kim is financial professional, an insurance and annuity specialist, and a retirement expert. in particular, he is also a tax specialist who helps business owners on tax planning and individuals with their tax strategies. He has also helped many high-net-worth clients with estate planning, and he works with them to manage their assets in a way that not only grows their savings but also helps them save on taxes.
Jonathan Kim, Vice President
Jonathan Kim is a Money Coach, a saving expert who teaches people how to save effectively. He is also an asset specialist who helps retired medical professional learn how to allocate and manage their assets efficiently. in addition, he is a financial professional who works with attorneys and CPAs to develope effective tax strategies.