Soo Yeon Kim (CFP®)

Planning Specialties

Tax planning, small-business owners, military families and physicians.

Additional Information

Responsible for maintaining successful client relationships, developing financial plans for clients, and overseeing associate advisors in the advisory team.

NAPFA Start Date

August 04, 2017

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This Office

2131 S Glenburnie Rd Ste 8 New Bern, NC 28562-2241 Phone: (252) 633-0107 Fax: (252) 633-3917