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FINANCIAL ADVISOR

Will Kim

CA License No. 0H80884

Growing up in Southern California, I have watched my parents build a successful small business which took them almost a lifetime. They lacked the resources to learn about the concepts and tools to help them retire sooner. Working with individuals, families, and business owners, it is my goal to guide you with the knowledge and confidence in the tools and behaviors that will build and protect your wealth. Having a well-defined financial strategy can help provide you the opportunity to increase your most valuable commodity, your time. The time to spend with your family and friends, traveling, and doing the things you enjoy most.

When I meet my clients for the first time and ask about their financial goals, the most common reply is “make more money”. My role as your financial advisor is to help you define why and the purpose. By knowing this, it helps me to better understand your values and helps us to construct a road map for our financial journey. Life events may change your goals and purpose, and that is okay. We will adjust and make changes along the way, as necessary.

I believe everyone deserves feeling a sense of security when it comes to their finances. With 10 years of experience between JPMorgan Chase and Morgan Stanley, I joined Tax & Financial Group (TFG) in 2021. I have seen and been through various market conditions and know how market volatility can affect your savings and retirement. I made the transition due to our commitment to service and direct accessibility to CPAs, attorneys, and CFA investment partners at TFG for my clients.

As a Registered Representative and Investment Advisor Representative of Cetera Advisor Networks LLC, member FINRA/SIPC., I provide services in:

• Retirement Planning, including Retirement Income Planning, if applicable

• Investment Strategies and Management

• Estate Planning and Legacy Planning

• Optimized Tax Strategies

• Tax Efficient Investment

• Risk Management: Long Term Care, Disability and Life Insurance analysis

• College Funding for children and grandchildren

• Comprehensive Financial Planning – Personal and business

When I am not in the office, I enjoy spending time with my wife, daughter, and our rambunctious, but adorable, whippetbeagle at the beach or trying new restaurants in San Diego. I am also an avid angler, and occasionally you can find me on a local sport-fishing boat chasing tuna. My other hobbies include golfing and hiking in the Sierras.

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

Will Kim

CA License No. 0H80884

Growing up in Southern California, I have watched my parents build a successful small business which took them almost a lifetime. They lacked the resources to learn about the concepts and tools to help them retire sooner. Working with individuals, families, and business owners, it is my goal to guide you with the knowledge and confidence in the tools and behaviors that will build and protect your wealth. Having a well-defined financial strategy can help provide you the opportunity to increase your most valuable commodity, your time. The time to spend with your family and friends, traveling, and doing the things you enjoy most.

When I meet my clients for the first time and ask about their financial goals, the most common reply is “make more money”. My role as your financial advisor is to help you define why and the purpose. By knowing this, it helps me to better understand your values and helps us to construct a road map for our financial journey. Life events may change your goals and purpose, and that is okay. We will adjust and make changes along the way, as necessary.

I believe everyone deserves feeling a sense of security when it comes to their finances. With 10 years of experience between JPMorgan Chase and Morgan Stanley, I joined Tax & Financial Group (TFG) in 2021. I have seen and been through various market conditions and know how market volatility can affect your savings and retirement. I made the transition due to our commitment to service and direct accessibility to CPAs, attorneys, and CFA investment partners at TFG for my clients.

As a Registered Representative and Investment Advisor Representative of Cetera Advisor Networks LLC, member FINRA/SIPC., I provide services in:

• Retirement Planning, including Retirement Income Planning, if applicable

• Investment Strategies and Management

• Estate Planning and Legacy Planning

• Optimized Tax Strategies

• Tax Efficient Investment

• Risk Management: Long Term Care, Disability and Life Insurance analysis

• College Funding for children and grandchildren

• Comprehensive Financial Planning – Personal and business

When I am not in the office, I enjoy spending time with my wife, daughter, and our rambunctious, but adorable, whippetbeagle at the beach or trying new restaurants in San Diego. I am also an avid angler, and occasionally you can find me on a local sport-fishing boat chasing tuna. My other hobbies include golfing and hiking in the Sierras.

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.

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Make a Life

With Us.

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

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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