Our founder, Karl Kim, began his journey in this industry over 35 years ago. Shortly after embarking on his career as a financial professional, he discovered that working for the sole benefit of his clients was what he wanted to do. Today, Karl Kim and his team are proud to bring a background in research, education and compassion to helping clients of all walks of life prepare for and thrive in retirement.
Karl Kim was born and raised in Honolulu, Hawaii. He is a graduate of Iolani School and the University of Southern California.
Karl is a Certified Financial Planner™ (CFP®) and a California Registered Tax Preparer (CRTP).
Karl holds his Series 3, 6, 7, 24, 63, 99TO, and SIE securities registrations. He is also an Investment Advisor Representative and holds his Life and Health Insurance license in California (#0810324).
He has written extensively about the importance of planning ahead in order to correct the mistakes commonly found in many retirement, insurance and investment plans. His articles have been published in the Rafu Shimpo, Gardena Valley News, Peninsula News (Palos Verdes), and the Pacific Citizen. He has also appeared in Kiplinger’s Personal Finance magazine and the New York Times.
Karl works with a network of estate planning attorneys and CPAs to provide a total solution to a person’s retirement planning needs.
He is a member of Ed Slott’s Master Elite IRA Advisor Group.
Active in the Japanese-American and Hawaiian communities in Los Angeles and Orange Counties, Karl has volunteered in various capacities for Keiro Senior HealthCare. He is a former member of the Board of Directors for the Japanese Retirement Home, former member of the Advisory Council of The Friends of The Institute for Healthy Aging at Keiro, former member of the Development Committee of Keiro and also a former member of Friends of Keiro (fundraising committee).
Karl is married and the father of two. He and his wife reside in Orange County, CA with their Westie.
