Adam I. Kim, Aif® Email & Phone Number

We partner with families, businesses and individuals to create clarity for their present and develop a vision for their future. Our holistic planning approach combines all aspects of our clients' financial needs into a comprehensive wealth plan that empowers them to invest in those things that money can't buy and death can't take away.Risk management is at the foundation of what we do, from investment management to Life Insurance and Long-Term-Care. We can take either a passive or active approach to managing investment portfolios and we always stay flexible enough to accommodate our clients' ever-changing needs, while staying consistent with their appropriate risk tolerance. It's likely different than what you're used to, and if you'd like to learn more, send me a message and let's connect.--CA INSURANCE LIC#0C05513Branch Office Address: 575 E. Locust Ave, Ste 202B, Fresno CA 93720Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer member FINRA/SIPC. Advisory services through Cambridge Investment Research Advisors, Inc., aRegistered Investment Adviser. Cambridge and Strada Financial are not affiliated.Fixed insurance offered through Strada Financial. Content provided via links to third party sites should not be considered an endorsement of third party content. We make no representation as to the completeness or accuracy of information provided at these websites.

Listed skills include Investment Research, Advisory Services, Advisory, Research, and 3 others.