Golden State Wealth Management Welcomes Wealth Manager Isaac Kim, Leaving Morgan Stanley Smith Barney
TORRANCE, Calif., Feb. 11, 2016 (GLOBE NEWSWIRE) — Golden State Wealth Management is excited to welcome its newest Wealth Manager, Isaac Kim of Torrance, Calif.
Isaac joins the team with over 25 years of experience in public accounting and financial services. He has worked on three continents in a variety of roles including tax accounting, credit research, stock analysis, institutional stock sales on Wall Street, and Chief Financial Officer of a publicly-traded company.
Isaac has extensive international experience, gained during his two-plus decades of success in accounting and finance. Mr. Kim uses his background to formulate and work towards the financial goals of high net worth individuals and families. He also specializes in serving business owners, providing them the financial strategies they need to attain their unique goals.
Born in Seoul, South Korea, Mr. Kim holds a B.S. Accounting from the University of Maryland and a B.S. Economics from the University of Michigan. Isaac is life-insurance licensed, and holds a number of financial licenses including: Series 3, 7, 31, 63, and 66 held through LPL Financial; as well as being a Chartered Retirement Plans Specialist (CRPS®) and a Chartered Retirement Planning Counselor (CRPC®).
Mr. Kim has been married to his wife, Mina, for 15 years, and together they have two children (Lauren – 14 and Alexander – 12).
“Isaac brings years of experience serving high net worth clients across the globe and lives the motto of Golden State – working ethically, legally and profitably. I am excited to welcome him to our team and look forward to helping him continue to grow his business,” said Daniel Catone, co-founder and Managing Partner of Golden State Wealth Management.
Isaac Kim is located in Torrance, California and looks forward to further expanding his business with Golden State Wealth Management. Isaac can be reached either by phone at 310.806.4154 or by email at [email protected].
About Golden State Wealth Management
Golden State Wealth Management is a Hybrid Registered Investment Advisor dedicated to financial professionals and their clients. We believe in providing an infrastructure and support network that allows our affiliated advisors to focus on their clients and professional development. The firm promotes practice ownership, succession planning, flexibility in investing decisions, compliance oversight, dedicated transition support, and a low-cost investment platform that benefits both advisors and investors. Our partnership with LPL Financial, the nation’s largest independent broker/dealer*, provides comprehensive tools and research necessary in today’s complex markets.
With a flagship office in Irvine, California and expanding offices across the country, Golden State Wealth Management is committed to creating a comfortable and luxurious atmosphere while supporting its affiliated members. Golden State Wealth Management elevates the business of successful financial professionals through supported independence and practice ownership. The firm does this in three distinct areas; successful transitions, ongoing professional assistance, and forward looking business planning.
Golden State Wealth Management asks that our members be motivated, legal, ethical, and profitable.
*As reported in Financial Planning magazine, June 1996-2015, based on total revenue.
Isaac Kim is a Registered Representative with and securities are offered through, LPL Financial. Member FINRA/SIPC. Investment advice offered through Golden State Wealth Management, a registered investment advisor and separate entity from LPL Financial.