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Meet Our Team

Because You’ll Never Have To Do It Alone

Why Us?

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.

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Karl Kim, CFP®, CRTP Photo

Karl Kim, CFP®, CRTP

Founder, Wealth Advisor and Lead Tax Planner

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.

Jamie Nikami Ta Photo

Jamie Nikami Ta

Jamie Nikami Ta has been with us since 2012. She serves as our Senior Client Service Associate and Paraplanner. She received her Master’s degree in Asian American Studies from Cal State Long Beach, her Bachelor’s degree from Occidental College in Los Angeles,  a certificate in Geriatric Care Management from the University of Florida, and holds a Series 65 (Uniform Registered Investment Adviser Law) license. She also speaks conversational Japanese.

In her free time, she enjoys playing volleyball, going to Disneyland, and shopping at her favorite store: Target. Originally from Seattle, she currently lives in La Mirada, CA with her husband, son, daughter, and two dogs.

Jamie knows that when it comes to planning your retirement, staying organized and proactive can seem tedious and tiresome. She will help to make sure you stay on top of everything so you can meet your financial goals and follow through the process from start to finish.