About Me

My offering

With more than ten years of experience, a commitment to help people achieve success, and the Certified Financial Planner (CFP®) designation, I provide investment management and wealth planning services to affluent clients on the North Shore. Working primarily with multigenerational families, physicians, women, and pre-retirees, I am known for my unwavering dedication to building long-term relationships, which truly sets me apart. I prioritize open communication, transparency, efficiency, and integrity in all my interactions, fostering a sense of trust and confidence that resonates deeply with my clients.

What sets me apart

I don't believe in one-size-fits-all solutions. Instead, I meticulously tailor investment strategies to suit each client's specific circumstances and aspirations. Fluent in English and Korean, I am distinguished by my global perspective and life-long drive to go above and beyond in my pursuit of excellence in everything I do. Wealth is a personal matter. It’s all part of my mission to connect with you on a personal level, help you achieve the goals and dreams you’ve set for yourself, your family, and your practice or business. Having established experience and success at a young age, I still have a long time horizon, which can be reassuring as a long-term financial planning relationship can help you and your next generation to continue your legacy of financial stewardship.