Keith Kim, CFP®, ChFC®
Managing Partner / Financial Planner
Keith was born in NJ and grew up in South Korea until he came back to the United States for college. From his professor and entrepreneur parents, he learned the value of education, integrity, and teamwork. Prior to joining financial services industry, he spent 2 years in B2B sales position representing Fortune 500 companies which led him to pursue a career built on impactful relationships. He started his career as an Investment Advisor Representative (IAR) in 2011. Within the first five years in business, he has become one of the few advisors under the age 30 to become a Certified Financial Planner (CFP) Professional and to earn his Chartered Financial Consultant designation.
Keith was recognized by Atlanta magazine as a Five StarSM Wealth Manager in 2019.*
Keith lives in Peachtree Corners with his wife and two children.
*The FIVE STAR Award is granted by Five Star Professional, an independent 3rd party marketing firm. This award is not indicative of future performance or success and stems from nominations by industry professionals in a given market area and based upon objective criteria including favorable regulatory and complaint history, reviews conducted by the firm, retention rates, and client assets administered.