William Will Kim
Guiding you to make thoughtful decisions today, for better choices tomorrow.
- Role
- Wealth Management Advisor at Tax & Financial Group
- Location
- San Diego, CA, US
- LinkedIn followers
- 500 followers
About William Will Kim
I\'m here to help provide you with the confidence and comfort that enables you to spend less time worrying about your finances and more time pursuing your life goals.My wealth management process is a lasting commitment to providing you tailored plans. We work together to pursue specific financial targets by identifying strategies that reflect your priorities and goals.
Experience
Wealth Management Advisor
Jul 2023 — Present · San Diego, CA, US
Securities offered through Cetera Wealth Services, LLC (doing insurance business in CA as CFGAN Insurance Agency LLC, CA Insurance Lic# 06•••76), member FINRA/SIPC. Advisory Services offered through Cetera Investment Advisers LLC, a registered investment adviser. Tax & Financial Group is independent of Cetera. This site is published for residents of the United States only. Registered Representatives of Cetera Wealth Services, LLC may only conduct business with residents of the states and/or jurisdictions in which they are properly registered. Not all of the products and services referenced on this site may be available in every state and through every advisor listed. For additional information please contact the advisor(s) listed on the site, visit the Cetera Wealth Services, LLC site at Individuals affiliated with this broker/dealer firm are either Registered Representatives who offer only brokerage services and receive transaction-based compensation (commissions), Investment Adviser Representatives who offer only investment advisory services and receive fees based on assets, or both Registered Representatives and Investment Adviser Representatives, who can offer both types of services.
Education
UC San Diego
Economics
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