Our financial services representatives combine their education in financial services with an in-depth knowledge of the ever-changing insurance industry landscape to provide you with solutions for your unique situation. All financial services representatives must pass comprehensive exams to obtain a license to sell products in your state.

Insurance

We have individuals licensed to sell insurance products in the following jurisdictions: CA, FL, HI, NC, NJ, NV, NY, TX, WA

Sung "David" Park, CPFA®, domiciled in CA, California Insurance Lic. #0F30980
Michael Yoon, CFP®, domiciled in CA, California Insurance Lic. #0K36188

Securities

We have individuals registered to offer securities in the following jurisdictions: CA, TX, WA