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FINANCIAL ADVISOR

Jung Dae Kim

CA License No. 0C43605
CFP®

Services for Individuals & Families:

-Estate Planning Strategies
-Insurance Planning
-Investment Planning
-Retirement Planning

Services for Business Owners:

-Business Continuity & Succession Planning
-Key Employee Planning
-Executive Benefits and Compensation
-Qualified Retirement Plan Design
-Employee Benefit Planning

Jung (Eric) Kim helps individuals, families and business owners with holistic financial planning, business strategies and wealth management. Jung utilizes his knowledge and experience in combination with the expertise of a team of specialists available at Tax & Financial Group (TFG). Together, they provide innovative solutions and professional direction to help clients work towards their financial goals and objectives. Jung’s professional philosophy is centered on the ability to provide clear, easily understood explanations of financial strategies and services.

Jung maintains a commitment to continuous education in the field. He is a CERTIFIED FINANCIAL PLANNER Profesional, and has completed the Certificate in Personal Financial Planning through UC Berkley. Jung received his Bachelor of Science Degree in Finance from Louisiana State University. He holds the Series 7 and Series 66 securities registrations, the Life and Health Insurance License, as well as the variable life and annuity licenses.

For a comprehensive review of your personal situation, always consult with a tax or legal advisor. Neither Cetera Advisor Networks LLC nor any of its representatives may give legal or tax advice.
Securities offered through Cetera Advisor Networks LLC (doing insurance business in CA as CFGAN Insurance Agency LLC, CA Insurance Lic# 0644976), member FINRA/SIPC. Advisory Services offered through Cetera Investment Advisers LLC, a registered investment adviser.
Tax & Financial Group is independent of Cetera.

FINANCIAL ADVISOR

Jung Dae Kim

CA License No. 0C43605
CFP®

Services for Individuals & Families:

-Estate Planning Strategies
-Insurance Planning
-Investment Planning
-Retirement Planning

Services for Business Owners:

-Business Continuity & Succession Planning
-Key Employee Planning
-Executive Benefits and Compensation
-Qualified Retirement Plan Design
-Employee Benefit Planning

Jung (Eric) Kim helps individuals, families and business owners with holistic financial planning, business strategies and wealth management. Jung utilizes his knowledge and experience in combination with the expertise of a team of specialists available at Tax & Financial Group (TFG). Together, they provide innovative solutions and professional direction to help clients work towards their financial goals and objectives. Jung’s professional philosophy is centered on the ability to provide clear, easily understood explanations of financial strategies and services.

Jung maintains a commitment to continuous education in the field. He is a CERTIFIED FINANCIAL PLANNER Profesional, and has completed the Certificate in Personal Financial Planning through UC Berkley. Jung received his Bachelor of Science Degree in Finance from Louisiana State University. He holds the Series 7 and Series 66 securities registrations, the Life and Health Insurance License, as well as the variable life and annuity licenses.

For a comprehensive review of your personal situation, always consult with a tax or legal advisor. Neither Cetera Advisor Networks LLC nor any of its representatives may give legal or tax advice.
Securities offered through Cetera Advisor Networks LLC (doing insurance business in CA as CFGAN Insurance Agency LLC, CA Insurance Lic# 0644976), member FINRA/SIPC. Advisory Services offered through Cetera Investment Advisers LLC, a registered investment adviser.
Tax & Financial Group is independent of Cetera.

Team

Make a Life

With Us.

Our advisor’s commitment to developing your financial
strategy is at the forefront of everything we do.

Contact Us

Make a Life

With Us.

Our advisor’s commitment to developing
your financial strategy is at the forefront of everything we do.

Contact Us

Securities offered through Cetera Advisor Networks LLC (doing insurance business in CA as CFGAN Insurance Agency LLC, CA Insurance Lic# 0644976), member FINRA/SIPC. Advisory Services offered through Cetera Investment Advisers LLC, a registered investment adviser. Tax & Financial Group is independent of Cetera. 4001 MacArthur Blvd., 3rd Floor, Newport Beach, CA 92660. For a comprehensive review of your personal situation, always consult with a tax or legal advisor. Neither Cetera Advisor Networks LLC nor any of its representatives may give legal or tax advice.

This site is published for residents of the United States only. Registered Representatives of Cetera Advisor Networks 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 representative listed. For additional information please contact the representative(s) listed on the site, or visit Cetera Advisor Networks LLC site at www.ceteraadvisornetworks.com. 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. Please note: The charitable entities and/or fundraising opportunities described herein are not endorsed by, or affiliated with Cetera Advisor Networks or its affiliates. Our philanthropic interests are personal to us and are not reviewed, sponsored, or approved by Cetera.

Important Disclosures
Business Continuity

Securities offered through Cetera Advisor Networks LLC (doing insurance business in CA as CFGAN Insurance Agency LLC, CA Insurance Lic# 0644976), member FINRA/SIPC. Advisory Services offered through Cetera Investment Advisers LLC, a registered investment adviser. Tax & Financial Group is independent of Cetera. 4001 MacArthur Blvd., 3rd Floor, Newport Beach, CA 92660. For a comprehensive review of your personal situation, always consult with a tax or legal advisor. Neither Cetera Advisor Networks LLC nor any of its representatives may give legal or tax advice.

This site is published for residents of the United States only. Registered Representatives of Cetera Advisor Networks 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 representative listed. For additional information please contact the representative(s) listed on the site, or visit Cetera Advisor Networks LLC site at www.ceteraadvisornetworks.com. 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. Please note: The charitable entities and/or fundraising opportunities described herein are not endorsed by, or affiliated with Cetera Advisor Networks or its affiliates. Our philanthropic interests are personal to us and are not reviewed, sponsored, or approved by Cetera.

Important Disclosures
Business Continuity