Woong Kim

Woong Kim

Woong Kim

Wealth Manager

Specialities:

Estate Planning

High Net Worth Clients

Intergenerational Wealth Planning

Investment Management

Multilingual Services

Pre-Retirees & Retirees

Retirement Planning

Small Business Owners

Wealth Transfer

Languages:
English, Korean

ARTISANCAP

About

Woong Kim is a dedicated financial advisor who consistently serves his clients with professionalism, integrity, and care. His primary areas of expertise include working with Korean-American small business owners as well as individuals who are preparing for retirement or already retired.

​

Mr. Kim began his career with AXA Advisors and later advanced his experience at Merrill Lynch, where he developed a strong foundation in wealth management, investment strategies, retirement planning, and insurance solutions. Drawing on this background, he has established himself as a trusted advisor to his clients.

​

He currently holds the CFP® certification and remains committed to ongoing professional development to ensure he provides clients with the most up-to-date knowledge and guidance.

​

Outside of his professional responsibilities, Mr. Kim prioritizes spending time with his family, is actively involved in his church community, and enjoys cooking and playing golf.