Isaac Kim, CRPS^®, CRPC^®

Financial Advisor

I have worked in Europe, Asia, and North America. My work includes credit analyst in London, tax accountant at Arthur Anderson, institutional stockbroker on Wall Street, emerging market stock analyst in Asia, and CFO of a publicly traded company. I use this experience to help business owners and individual clients reach their investment and financial goals.

There are certain areas where I am gaining significant traction with clients:

I help people manage their wealth and plan their financial future.
I help clients to reduce capital gains tax when they sell an appreciated asset such as a residence, property, stock, or business.
I create and execute definitive plans to efficiently manage estate and legacy. This often entails asset preservation strategies as well.
Life insurance. I can help with everything from simple term life insurance for families starting their journey to permanent life insurance for complex estate planning and tax mitigation.
I work extensively on corporate retirement plans (401k, DB plans, SEP-IRA, etc.), executive compensation and benefits, non-qualified plans, ESOP.

I reside in Redondo Beach with my wife and kids. I've visited more than 50 countries and lived on 3 continents. My daughter is now a student at USC in the Marshall School of Business, and my son continues his soccer career at Redondo Union High School. Spending quailty time with my family is of great value to me, and I eagerly anticipate watching my children grow and succeed. You can often find me cheering any University of Michigan sports team.

Education

University of Michigan - BA, Economics
University of Maryland College Park - BS, Accounting

Licenses & certifications

Chartered Retirement Plans Specialist, CRPS^®
Chartered Retirement Planning Counselor, CRPC^®
CA Insurance Lic. # 0G20587