Tey Kim Email & Phone Number

I primarily work with people under the age of 45 to make intelligent and informed decisions about what to do with their money.It is not about picking investment products, but instead, it's about creating an experience for my clients focused on saving by default and spending by choice to relieve the stress and anxiety surrounding their money. I work with clients at all stages; whether you’re young and just starting out, if you've just gotten married and are starting a family, or you’re approaching a super early retirement. Even if you've done something yourself or with the help of an advisor, a parent, or a friend…it never hurts to hear a new perspective. Get in touch to start achieving you financial independence, simplicity and balance.Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). OSJ: 200 BROADHOLLOW ROAD, SUITE 405, MELVILLE NY, 11747, 631-5895400. Securities products and advisory services offered through PAS, member FINRA, SIPC. Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. PAS is a wholly owned subsidiary of Guardian. Forest Hills Financial Group is not an affiliate or subsidiary of PAS or Guardian. CA Insurance License Number - 0K10378, AR Insurance License Number - 8786837. This material is intended for general use. By providing this content The Guardian Life Insurance Company of America, Park Avenue Securities LLC, affiliates and/or subsidiaries, and your financial representative are not undertaking to provide advice or make a recommendation for a specific individual or situation, or to otherwise act in a fiduciary capacity. Guardian, its subsidiaries, agents and employees do not provide tax, legal, or accounting advice. Consult your tax, legal, or accounting professional regarding your individual situation. Links to external sites are provided for your convenience in locating related information and services. Guardian, its subsidiaries, agents and employees expressly disclaim any responsibility for and do not maintain, control, recommend, or endorse third-party sites, organizations, products, or services and make no representation as to the completeness, suitability, or quality thereof./COMPLIANCE:2023-4787/

Listed skills include Finance, Disability Insurance, Sales, Insurance, and 11 others.

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  Financial Advisor

  Forest Hills Financial Group

  2021 - Present - New York City Metropolitan Area

  Whether your thought on money is, “I've got it all figured out” or "I don’t even know where to start”, I work with my clients to get it all together so they're moving in the right direction.I take a holistic approach to help identify what someone is doing right with their money and what they could be doing better:• Address concerns• Help Identify any gaps or overlaps in what they're already doing to maximize efficiency• Establish goals and create a financial road-map• Keep finances on track