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Wealth Management Advisor - U.S. Bancorp Investments
Professional designations, credentials and licenses
California Insurance License #0F86682
Washington Insurance License 910011
Clients I specialize in: New investors, Planning for college, Nearing retirement
It is my pleasure to serve the financial needs of people in Los Angeles, Orange County, and Riverside, California. My experience in the financial industry started in 2007 and I became a Wealth Management Advisor in 2012.
I want to make managing your finances as easy as possible for you. As your financial advisor, I will partner with a Wealth Management Banker from our affiliate U.S. Bank to bring you a holistic approach to your wealth management needs. We will collaborate to understand your financial situation and develop personalized strategies to help you work toward your financial goals.
Services I specialize in
Investing in IRAs, rolling over a 401(k), and maximizing income sources like Social Security and annuities are among the strategies we’ll help you consider as you plan for life when you’re no longer working.
You work hard to provide for yourself and others. We’ll help you create a plan that extends your legacy forward to support the people and causes you care about for generations to come.
Gain confidence and bring clarity to your financial life by working with us to craft a personalized plan to help you work towards creating, growing, protecting and sharing your wealth.
An insurance plan can help protect you from having to draw down savings or liquidate investments if an unexpected change – to your family, career or health – impacts your financial situation.
Whatever type of investor you are – conservative or more aggressive, experienced or just getting started – a clear investment plan can provide a path forward toward the future you want.
Contact
Skills
About Wealth Management from U.S. Bank and U.S. Bancorp Investments
Our integrated wealth management approach gives you access to a dedicated advisor, backed by a team of specialists. We offer financial strategies to individuals and families across a wide range of wealth levels. Our U.S. Bank specialists offer banking, trust and investment support while our U.S. Bancorp Investments professionals focus on investments, planning and insurance.
Insights from our experts
Market news
Stay on top of the changing U.S. and global markets with our market news page. Dive deeper with our daily market analysis, volatility updates and frequent market teleconferences with U.S. Bank investment experts.
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Investing insights
Are you a beginning investor wondering where to start? Even if sometimes confusing, the average investor can grow and preserve wealth by taking advantage of a number of investment strategies. While you can't predict what the markets will do next you can take some basic investing steps to ensure you're investing wisely.
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Cash management and investing strategies when interest rates are up
A fresh look at managing cash and investments in today’s higher interest rate environment.
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FAQ
The role of a financial advisor can go beyond investment planning. An advisor can also provide guidance for key moments throughout your life. Perhaps your finances have gotten more complex, and you’d like help creating or adjusting your wealth plan. You may be worried how market changes are affecting your investments. Or you’re experiencing a major life event, such as:
- Getting married or divorced
- Having a child
- Starting a new career
- Receiving an inheritance
- Buying a house
- Nearing retirement
An advisor can help you objectively assess where you are financially and how to prepare for the future as you work toward your goals.
Your advisor will ask about your goals and priorities – where you’re at today, financially, and where you'd like to go. But the main topic of conversation will be whatever’s on your mind. You can discuss how you and your advisor will work together, what you can expect from your advisor, any costs if you decide to move forward, and next steps. You’ll have plenty of time to ask questions, to help you decide if the relationship is the right fit.
No, your initial consultation is free.
We’ll confirm with you what materials, such as recent bank and financial statements, may be helpful for understanding your financial picture. But it’s your choice what to bring. To help you decide – and to ensure you get the most out of the conversation with your advisor – consider the following before the meeting:
- What are your most important financial goals?
- What concerns you about your finances?
- Did you recently experience a major life event?
We’re happy to meet with you virtually or in person. It’s up to you.
Disclosures
Investment and insurance products and services including annuities are:
Not a deposit • Not FDIC insured • May lose value • Not bank guaranteed • Not insured by any federal government agency.
U.S. Wealth Management – U.S.Bank | U.S.Bancorp is the marketing logo for U.S.Bank and its affiliates U.S.Bancorp Investments and U.S.Bancorp Advisors.
U.S. Bank, U.S. Bancorp Investments, U.S. Bancorp Advisors and their representatives do not provide tax or legal advice. Each individual's tax and financial situation is unique. You should consult your tax and/or legal advisor for advice and information concerning your particular situation.
For U.S. Bank:
Equal Housing Lender. Deposit products are offered by U.S. Bank National Association. Member FDIC. Mortgage, Home Equity and Credit products are offered by U.S. Bank National Association. Loan approval is subject to credit approval and program guidelines. Not all loan programs are available in all states for all loan amounts. Interest rates and program terms are subject to change without notice.U.S. Bank is not responsible for and does not guarantee the products, services or performance of U.S.Bancorp Investments, Inc or U.S.Bancorp Advisors LLC.
U.S. Bank does not offer insurance products. Insurance products are available through our affiliate U.S. Bancorp Investments and UnionBanc Insurance Services.
For U.S. Bancorp Investments and U.S.Bancorp Advisors:
The Financial Industry Regulatory Authority (FINRA) Rule 2267 provides for BrokerCheck to allow investors to learn about the professional background, business practices, and conduct of FINRA member firms or their brokers. To request such information, contact FINRA toll-free at 1-800‐289‐9999 or via https://brokercheck.finra.org. An investor brochure describing BrokerCheck is also available through FINRA.
Municipal Securities Education and Protection – U.S.Bancorp Investments and U.S.Bancorp Advisors are registered with the U.S.Securities and Exchange Commission and the Municipal Securities Rulemaking Board (MSRB). An investor brochure that describes the protections that may be provided to you by the MSRB rules and how to file a complaint with an appropriate regulatory authority is available to you on the MSRB website at www.msrb.org.
For U.S. Bancorp Investments:
Investment and insurance products and services including annuities are available through U.S.Bancorp Investments, the marketing name for U.S.Bancorp Investments, Inc., memberFINRA and SIPC, an investment adviser and a brokerage subsidiary of U.S.Bancorp and affiliate of U.S.Bank.
U.S. Bancorp Investments is registered with the Securities and Exchange Commission as both a broker-dealer and an investment adviser. To understand how brokerage and investment advisory services and fees differ, theClient Relationship Summaryand Regulation Best Interest Disclosure are available for you to review.
Insurance products are available through various affiliated non-bank insurance agencies, which are U.S.Bancorp subsidiaries. Products may not be available in all states. CA Insurance License #0E24641.
Pursuant to the Securities Exchange Act of 1934, U.S. Bancorp Investments must provide clients with certain financial information. The U.S. Bancorp Investments Statement of Financial Condition is available for you to review, print and download.
U.S. Bancorp Investments Order Processing Information.
For U.S. Bancorp Advisors:
Brokerage and investment advisory products and services are offered by U.S.Bancorp Advisors, LLC, an SEC-registered broker-dealer, investment adviser, member FINRA/SIPC, and subsidiary of U.S.Bancorp and affiliate of U.S.Bank, N.A.
Insurance services are offered by UnionBanc Insurance Services, a dba of U.S. Bancorp Advisors, having a California domicile and principal place of business at 800 N. Brand Blvd., 16th Floor, Glendale, CA 91203, CA Insurance License #6010602. Products may not be available in all states.
Please refer to our Terms and Disclosures.
Equal Housing Lender. Deposit products are offered by U.S. Bank National Association. Member FDIC. Mortgage, Home Equity and Credit products are offered by U.S. Bank National Association. Loan approval is subject to credit approval and program guidelines. Not all loan programs are available in all states for all loan amounts. Interest rates and program terms are subject to change without notice.Greetings, I'm an enthusiast with extensive knowledge in the field of financial advisory and wealth management. My expertise is grounded in years of experience and a comprehensive understanding of the intricacies within the industry.
Now, let's delve into the information provided about Paul Kim, a Wealth Management Advisor associated with U.S. Bancorp Investments, operating in California, specifically Los Angeles, Orange County, and Riverside. Paul Kim holds a California Insurance License #0F86682 and a Washington Insurance License 910011. These licenses are crucial in the financial advisory realm, signifying compliance with state regulations and the ability to offer insurance-related services.
Paul Kim's expertise lies in catering to various clients, including new investors, those planning for college, and individuals nearing retirement. His career in the financial industry commenced in 2007, and he ascended to the role of a Wealth Management Advisor in 2012. This timeline not only demonstrates his longevity in the field but also showcases a progressive career trajectory.
As a financial advisor, Paul Kim collaborates with a Wealth Management Banker from U.S. Bank, emphasizing a holistic approach to wealth management. The services he specializes in include investing in IRAs, rolling over a 401(k), and maximizing income sources like Social Security and annuities. Additionally, he assists clients in creating plans that extend their legacies to support future generations, addressing concerns related to unexpected changes in family, career, or health.
Paul Kim's approach involves understanding the unique financial situation of each client and developing personalized strategies to work toward their financial goals. He emphasizes the importance of managing finances to create, grow, protect, and share wealth. Moreover, his services extend to offering insurance plans to protect against unforeseen changes that may impact financial stability.
For those interested in Paul Kim's services, contact can be made via email at paul.kim1@usbank.com, and the primary office is located at 633 West Fifth Street, Los Angeles, CA, 90071.
U.S. Bancorp Investments, as highlighted in the provided information, operates with an integrated wealth management approach. This involves a dedicated advisor supported by a team of specialists offering financial strategies covering banking, trust, investment support, planning, and insurance. The organization emphasizes its commitment to individuals and families across various wealth levels.
Insights from experts at U.S. Bank include market news, daily market analysis, volatility updates, and market teleconferences, providing clients with a comprehensive understanding of the changing U.S. and global markets.
Additionally, the article addresses common questions about the role of a financial advisor, indicating that their assistance goes beyond investment planning. Advisors can guide individuals through key life moments, offering support during complex financial situations or major life events such as marriage, divorce, having a child, starting a new career, receiving an inheritance, buying a house, or nearing retirement.
Importantly, the article clarifies that the initial consultation is free, and clients have the option to meet virtually or in person. It highlights the importance of discussing financial goals, concerns, and major life events during these consultations.
Lastly, the provided disclosures outline important information regarding investment and insurance products and services, emphasizing that these products may not be a deposit, are not FDIC insured, may lose value, are not bank guaranteed, and are not insured by any federal government agency. The article also includes regulatory information and disclosures related to U.S. Bank, U.S. Bancorp Investments, and U.S. Bancorp Advisors, ensuring transparency and compliance with relevant rules and regulations.
