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Woong Kim

Woong Kim

Wealth Manager

Assistants:
Specialities:

Retirement Planning

High Net Worth Clients

Small Business Owners

Investment Management

Wealth Transfer

Estate Planning

Pre-Retirees & Retirees

Intergenerational Wealth Planning

Artisan Capital Partners

About Woong Kim

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.