William Kim, Tax & Financial Group (TFG), Financial Advisor/Financial Planning 5075 Shoreham Place, San Diego, CA 92122
About the Business
William Kim, Tax & Financial Group (TFG) is a financial institution located at 5075 Shoreham Place in San Diego, California. As a Financial Advisor specializing in Financial Planning, William Kim aims to help individuals, families, and business owners build and protect their wealth with confidence and knowledge. With a background in finance and 10 years of experience at top firms like JPMorgan Chase and Morgan Stanley, William is dedicated to guiding clients towards their financial goals and providing a sense of security in their financial future.
Services offered by William Kim include Retirement Planning, Risk Management, College Funding, and Comprehensive Financial Planning for both personal and business needs. As a Registered Representative and Investment Advisor Representative of Cetera Advisor Networks LLC, William has access to a team of CPAs, attorneys, and CFA investment partners at TFG to provide comprehensive financial solutions for his clients.
Outside of work, William enjoys spending time with his family, exploring the beaches and restaurants of San Diego, and pursuing hobbies like fishing, golfing, and hiking. With a commitment to developing personalized financial strategies for his clients, William Kim and TFG strive to provide exceptional service and guidance in achieving financial success.
Location & Phone number
5075 Shoreham Pl #280, San Diego, CA 92122, United States
Hours open
Monday:
07:00 - 18:00
Tuesday:
07:00 - 18:00
Wednesday:
07:00 - 19:00
Thursday:
07:00 - 18:00
Friday:
07:00 - 18:00
Saturday:
07:00 - 15:00
Sunday:
Closed
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