Lifetime income, protected asset growth, and funding for long-term care services
Principal Officer
Warren Kim has more than 25 years of experience in the financial services industry. He specializes in fixed income, insurance, market linked products and helping clients plan for retirement income. Warren has a strong record of accomplishment of building, developing, and delivering long-term business goals and financial plans with clients and partners. He has held senior leadership positions at Crossroads Financial, Global Atlantic and ING where he managed regional teams, oversaw business development, and delivered innovative solutions to meet client needs. He has a BA in Economics from the University of California, San Diego, and is constantly learning and updating his knowledge and skills in the field of finance. Warren’s mission is to provide high-quality financial advice and guidance to clients, and to support them in pursuing their financial goals and dreams. The values of integrity, trust, collaboration, and excellence are principles that he brings to every interaction and transaction.
