Meet the People You Will Actually Be Working With

We are small on purpose. You will not get passed around.

Why We Do This

Karl was first licensed in 1987. Early on he noticed something that bothered him. Most of the advice out there was built around selling products, not around answering the question people were really asking, which was some version of “am I going to be okay?”

So he built a firm around answering that question.

Today we bring three things to every client. Research, so the advice is based on facts. Education, so you understand what we are doing and why. And patience, because this stuff is confusing and you are allowed to ask the same question twice.

Schedule Time To Meet

Karl Kim, CFP®, CRTP

Founder, Wealth Advisor and Lead Tax Planner

Karl was born and raised in Honolulu, Hawaii. He graduated from Iolani School and the University of Southern California.

Karl is a CERTIFIED FINANCIAL PLANNER® professional and a California Registered Tax Preparer. He is also an Investment Advisor Representative and holds a California life and health insurance license (#0810324). He holds his Series 6 (Investment Company and Variable Contracts Representative), 7 (General Securities Representative), 24 (General Securities Principal), 63 (Uniform Securities Agent State Law), 99 (Operations Professional), and SIE (Securities Industry Essentials) securities registrations.

He is a member of Ed Slott’s Master Elite IRA Advisor Group, a small group of advisors who train twice a year on the tax rules that govern IRAs and other retirement accounts.

Karl has written for years about the mistakes he sees in retirement, insurance and investment plans, and how to fix them before they cost you. His articles have appeared in the Rafu Shimpo, the Gardena Valley News, the Peninsula News in Palos Verdes and the Pacific Citizen. He has also been featured in Kiplinger’s Personal Finance and the New York Times.

Karl works alongside a network of estate planning attorneys and CPAs, so your plan holds together instead of coming at you in pieces.

He has been active in the Japanese-American and Hawaiian communities in Los Angeles and Orange Counties for many years. He currently serves on the board of the Keiro Kikyo Home. He has also volunteered for Keiro Senior HealthCare in several roles, served as a board member of the Japanese Retirement Home, and served on the Advisory Council of the Friends of the Institute for Healthy Aging at Keiro, the Keiro Development Committee, and the Friends of Keiro fundraising committee.

Karl is married and has two children. He and his wife live in Orange County.

Member of Ed Slott's Master Elite IRA Advisor Group

Member, Ed Slott's Master Elite IRA Advisor Group.

Jamie Nikami Ta, CFP®

Senior Client Service Associate and Paraplanner

Jamie has been with the firm since 2012. She is the person who makes sure nothing falls through the cracks.

Jamie is a CERTIFIED FINANCIAL PLANNER® professional. She earned her master’s degree in Asian American Studies from Cal State Long Beach and her bachelor’s degree from Occidental College. She also holds a certificate in Geriatric Care Management from the University of Florida, a Financial Planning Certificate from Pepperdine University, and the Series 65 (Uniform Registered Investment Adviser Law) license.

Here is how Jamie sees her job. Planning your retirement means paperwork, deadlines and follow-up, and most people find that tiresome. She keeps track of all of it so you do not have to.

Originally from Seattle, Jamie lives in La Mirada with her husband, son, daughter and their dog. In her free time she plays volleyball, takes Pilates, goes to Disneyland and shops at Target.

CERTIFIED FINANCIAL PLANNER certification mark