Sunwook Jin, CFP®, CRPC®, CMFC®, EA

Sunwook Jin, CFP®, CRPC®, CMFC®, EA

Managing Director | Wealth Advisor

Financial planning can be overwhelming, especially when managing your investments, retirement, insurance, estate, and tax reduction planning.

As a Certified Financial Planner (CFP®), our team members and I can help with a combined experience of over 152 years of financial services. We can work with you to identify your unique financial goals and create a customized step-by-step plan. Our goal is to help you ease financial stress by providing clear and easy-to-understand strategies. Then, with our ongoing support, we hope you'll have peace of mind about your financial future.

Because we are an independent advisory firm, we don't have sales goals or quotas. Instead, our sole focus is helping you pursue your financial goals PERIOD.

Clients come to us when they want to:
• Create a comprehensive retirement plan outlining short- and long-term goals.
• Create an investment plan and allocate their funds based on their risk tolerance and future income needs.
• Get help understanding the tax implications of their financial decisions and minimizing tax liabilities.
• Create strategies to care for their loved ones after death or if they become disabled.
• Get out of debt, create a plan to pay off debts, and avoid taking on new debt.
• Ultimately increase confidence in their financial decisions and give them peace of mind about their financial future.

The financial landscape often changes, and our clients are often concerned or stressed about the following:
😕Lack of knowledge
😕Have been procrastinating and fear that they are too late to start
😕Overwhelmed and disorganized
😕When to retire
😕Outliving their money

After developing and implementing customized strategies, our goal is for our clients to:
✔Feel confident about their overall finances.
✔Be able to sleep better at night.
✔Enjoy retirement life.

Don't let fear, stress, or a lack of knowledge keep you from reaching your financial goals.

Schedule a no-obligation introductory meeting today to start empowering your financial life.

He holds the following professional designations: CFP® – CERTIFIED FINANCIAL PLANNER™, CMFC® – Chartered Mutual Fund Counselor, CRPC® – Chartered Retirement Planning Counselor (CRPC conferred by the College for Financial Planning), EA – Enrolled Agent