Today we’d like to introduce you to Keun S Kim.
Keun S, we appreciate you taking the time to share your story with us today. Where does your story begin?
I started my wealth management career with an internship at Merril Lynch. While I was working at a part time at a liquor store, a gentleman used to come in and buy the finest wines. He always used a Merril Lynch credit card to make the purchases. One day I struck up a conversation with him, and it turned out he was a top producing advisor in the Princeton branch. I interned with Merril Lynch and learned the ropes from my mentor. After graduation from college in 2001, I applied to Morgan Stanley and got accepted as a junior advisor. That is where my journey in wealth management started.
At Morgan Stanley, I was selected as #3 out of 187 nationwide in my class. I was recruited to UBS where I maintained the top 5 producer in the region. In 2005, I left wall street and started my own wealth management advisory firm.
Alright, so let’s dig a little deeper into the story – has it been an easy path overall and if not, what were the challenges you’ve had to overcome?
It was never a smooth road to the top. I didn’t have a rolodex of contacts, nor was my family willing to assist me. I picked up the phone and started prospecting old school style. I eventually became the top cold caller in my branch, and the persistence paid off. I have experienced many market corrections and crashed along the way. As you get older and gain more experience, you become wiser and avoid making the same mistakes. Humans aren’t perfect, but the discipline to persevere and overcome obstacles is key.
Thanks – so what else should our readers know about KWM, LLC?
KWM, LLC is an RIA and was established in 2005. I currently custodian my clients accounts at Charles Schwab institutional. My approach is to think creatively outside of the box and offer my clients custom access to resources that majority don’t have. My approach is hands on, and I work to assist clients from a complete perspective. What sets me apart from the rest is, I focus on tax shelters and tax savings for corporations and founders. My definition of wealth management is not only on investment portfolio management, but to address additional issues that are unique to entrepreneurs and founders.
Is there anything else you’d like to share with our readers?
Discipline and passion are what kept me focused on this industry for the last 25 years. I’ve obtained my discipline by being a martial artist since I was a child. Traditional martial arts have given me discipline and the mental capacity to persevere when faced with an obstacle in life.
Contact Info:
- Website: https://www.klimaxprivatewealth.com
- LinkedIn: https://www.linkedin.com/in/keun-s-kim-0b2b00226?utm_source=share&utm_campaign=share_via&utm_content=profile&utm_medium=android_app
