Yoon-Hi King

Wealth Strategy | Cash Flow Management | Financial Education

Role
Financial Advisor at The Bulfinch Group
Location
Boston, MA, US
LinkedIn followers
500 followers
Finance & AccountingView LinkedIn profile

About Yoon-Hi King

More than ever before, people are acutely aware of their need for sound wealth…

Experience

  1. Financial Advisor

    The Bulfinch Group

    Jan 2020 — Present · Needham, MA, US

    Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). Securities products and advisory services offered through PAS, member FINRA, SIPC. Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. PAS is a wholly owned subsidiary of Guardian. The Bulfinch Group is not an affiliate or subsidiary of PAS or Guardian. Life insurance offered through The Bulfinch Group Insurance Agency, LLC, an affiliate of The Bulfinch Group, LLC. The Bulfinch Group, LLC is not licensed to sell insurance. CA Insurance License Number - 40•••12. This material is intended for general use. By providing this content The Guardian Life Insurance Company of America, Park Avenue Securities LLC, affiliates and/or subsidiaries, and your financial representative are not undertaking to provide advice or make a recommendation for a specific individual or situation, or to otherwise act in a fiduciary capacity. Guardian, its subsidiaries, agents and employees do not provide tax, legal, or accounting advice. Consult your tax, legal, or accounting professional regarding your individual situation. Links to external sites are provided for your convenience in locating related information and services. Guardian, its subsidiaries, agents and employees expressly disclaim any responsibility for and do not maintain, control, recommend, or endorse third-party sites, organizations, products, or services and make no representation as to the completeness, suitability, or quality thereof. DG 1/11/24

Education

  • Babson F.W. Olin Graduate School of Business

    MBA, Business Administration and Management, General

    1998 — 2000

  • Boston University

    Bachelor of Music, Piano Performance

    1989 — 1993

  • Boston University

    Master of Music, Piano Performance

    1993 — 1995

Skills

  • Management Consulting
  • Marketing Strategy
  • Entrepreneurship
  • Financial Modeling
  • Investment Research
  • Strategic Planning
  • Strategic Marketing Consultancy
  • Nonprofits
  • Financial Analysis
  • Competitive Analysis
  • Management
  • Business Strategy

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Yoon-Hi King — Financial Advisor at The Bulfinch Group in Boston, MA, US | Unifers