Jungdae (Eric) Kim, Cfp
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Jungdae (Eric) Kim, Cfp Email & Phone Number

Certified Financial Planner at Tax & Financial Group
Location: Irvine, California, United States 5 work roles 3 schools
1 work email found @equitable.com LinkedIn matched
✓ Verified Jun 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email

Work email e****@equitable.com
LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
Role
Certified Financial Planner
Location
Irvine, California, United States
Company size

Who is Jungdae (Eric) Kim, Cfp? Overview

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Quick answer

Jungdae (Eric) Kim, Cfp is listed as Certified Financial Planner at Tax & Financial Group, a company with 766 employees, based in Irvine, California, United States. AeroLeads shows a work email signal at equitable.com and a matched LinkedIn profile for Jungdae (Eric) Kim, Cfp.

Jungdae (Eric) Kim, Cfp previously worked as Financial Professional at Equitable Advisors and Financial Consultant at Self-Employed. Jungdae (Eric) Kim, Cfp holds Bachelor'S Degree, Accounting And Finance from Louisiana State University.

Company email context

Email format at Tax & Financial Group

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*@equitable.com
68% confidence

AeroLeads found 1 current-domain work email signal for Jungdae (Eric) Kim, Cfp. Compare company email patterns before reaching out.

Profile bio

About Jungdae (Eric) Kim, Cfp

Jungdae (Eric) Kim specializes in advanced planning strategies, business continuation strategies and investment advisory services for families and individuals in reaching their financial goals. Eric utilizes his knowledge and experience in combination with expertise of a team of specialists available at Tax & Financial Group (TFG). Together, they provide innovative solutions and professional direction to help clients work towards their financial goals and objectives. Services for Business Owners:1. Business Continuity & Succession Planning2. Key Employee Planning3. Executive Benefits and Compensation4. Qualified Retirement Plan Design5. Employee Benefit PlanningServices for Individuals & Families:1. Estate Planning Strategies2. Insurance Planning3. Investment Planning4. Retirement Planning

Listed skills include Annuity Strategies, Insurance Needs Analysis, Education Planning Strategies, Retirement Planning Strategies, and 2 others.

Current workplace

Jungdae (Eric) Kim, Cfp's current company

Company context helps verify the profile and gives searchers a useful next step.

Tax & Financial Group
Tax & Financial Group
Certified Financial Planner
newport beach, california, united states
Website
Employees
766
AeroLeads page
5 roles

Jungdae (Eric) Kim, Cfp work experience

A career timeline built from the work history available for this profile.

Certified Financial Planner

Current

4001 Macarthur Blvd. Newport Beach, CA 92660

Securities offered through Cetera Advisor Networks LLC (doing insurance business in CA as CFGAN Insurance Agency LLC, CA Insurance Lic# 0644976), member FINRA/SIPC. Advisory Services offered through Cetera Investment Advisers LLC, a registered investment adviser. Tax & Financial Group is independent of Cetera.. Please do not send trade instructions via.

Jan 2023 - Present

Financial Professional

2050 Main Street, Suite 500, Irvine, Ca 92614

Financial Professional

Jan 2020 - Dec 2022

Financial Consultant

Self-Employed

Orange County, California, United States

Provides consulting services related to strategic and financial planning, financial statements and accounting.

Jan 2007 - Oct 2019

Financial Professional

San Francisco Bay Area

Financial Professional

Apr 2001 - Nov 2006
Team & coworkers

Colleagues at Tax & Financial Group

Other employees you can reach at tfgroup.com. View company contacts for 766 employees →

3 education records

Jungdae (Eric) Kim, Cfp education

Certificate Program In Estate Planning

National Institute Of Certified Estate Planners
FAQ

Frequently asked questions about Jungdae (Eric) Kim, Cfp

Quick answers generated from the profile data available on this page.

What company does Jungdae (Eric) Kim, Cfp work for?

Jungdae (Eric) Kim, Cfp works for Tax & Financial Group.

What is Jungdae (Eric) Kim, Cfp's role at Tax & Financial Group?

Jungdae (Eric) Kim, Cfp is listed as Certified Financial Planner at Tax & Financial Group.

What is Jungdae (Eric) Kim, Cfp's email address?

AeroLeads has found 1 work email signal at @equitable.com for Jungdae (Eric) Kim, Cfp at Tax & Financial Group.

Where is Jungdae (Eric) Kim, Cfp based?

Jungdae (Eric) Kim, Cfp is based in Irvine, California, United States while working with Tax & Financial Group.

What companies has Jungdae (Eric) Kim, Cfp worked for?

Jungdae (Eric) Kim, Cfp has worked for Tax & Financial Group, Equitable Advisors, Self-Employed, Axa Advisors, Llc, and Principal Financial Group.

Who are Jungdae (Eric) Kim, Cfp's colleagues at Tax & Financial Group?

Jungdae (Eric) Kim, Cfp's colleagues at Tax & Financial Group include Kofi Boakye, Tilekbergen Mamut, Anton Fadeev, Mostafa Bayati, and Paulette Kovaleski.

How can I contact Jungdae (Eric) Kim, Cfp?

You can use AeroLeads to view verified contact signals for Jungdae (Eric) Kim, Cfp at Tax & Financial Group, including work email, phone, and LinkedIn data when available.

What schools did Jungdae (Eric) Kim, Cfp attend?

Jungdae (Eric) Kim, Cfp holds Bachelor'S Degree, Accounting And Finance from Louisiana State University.

What skills is Jungdae (Eric) Kim, Cfp known for?

Jungdae (Eric) Kim, Cfp is listed with skills including Annuity Strategies, Insurance Needs Analysis, Education Planning Strategies, Retirement Planning Strategies, Asset Allocation Strategies, and Financial Accounting.

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