Sunwook focuses on providing wealth management strategies to affluent soon to be retired and current retirees. Together with other advisors, he helps affluent clients address their five biggest concerns: preserving their wealth, mitigating taxes, taking care of their heirs, ensuring their assets are not unjustly taken, and charitable giving. He uses a consultative process to gain a detailed understanding of his clients' deepest values and goals. Then, employ customized strategies designed to address each client's unique needs and goals beyond simply investments.
Successful individuals and families work with him to:
- Develop and implement a comprehensive wealth management plan.
- Make smarter decisions in today's uncertain political, economic and social environment.
- Obtain an independent second opinion from a well-known financial advisor in their community.
Sunwook is also an author of "There Are No Do-Overs at RETIREMENT" The book can be found at Amazon.com.
Previously, he went through the Internet bubble bursts, Terrorist attacks, US recession with his clients. From these experience, he can provide some fresh perspective on overall financial and retirement planning.
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