I help professionals achieve lasting financial security through holistic planning. By reducing your tax burden, diversifying and protecting your portfolio, and building wealth strategically, I make financial freedom a reality.

Hello! I’m Moog Kim, CFP®

“I’ve always had a passion for helping people and a drive for making a difference in other’s lives… But then you start to notice clients reinvesting into their passions through the tax savings put back into their pockets. The feeling of someone’s anxiety lifted or an added sense of security through setting the proper insurances and protections in place for their families. The progress in their financial journey and achieving their goals through proper comprehensive financial planning. And that to me is powerful.”