Sun Min Kim, CFP®
Financial Advisor; Investment Adviser Representative & Registered Representative, Equity Services, Inc.
Sun Min Kim, CFP® has been with Worthington Financial Partners since 2017. Sun Min holds a Bachelor of Business Administration degree from Seoul National University and a Master of Science degree in Management Science from Korea Advanced Institute of Science and Technology (KAIST).
As a CERTIFIED FINANCIAL PLANNERTM practitioner, Sun Min specializes in the areas of retirement plans for business and individuals, estate planning strategies, investment management, life insurance, long-term care planning and other related areas. He is partnering with a group of CPA’s and elder law lawyers to provide one-stop service for financial planning, tax and law issues. Sun Min serves clients in many states across the nation, focusing on Korean-American community.
Before he came to the USA and started a financial adviser career, Sun Min had been working for PwC and Accenture in the areas of IT, process and strategy consulting, and for Hyosung Group and Samchully Group at several senior executive positions. He enjoys his life in Gainesville, VA with his wife and they travel a lot to visit and have fun with their two children, both away from home for college.
Sun Min is insurance licensed in Virginia, Maryland, California (CA Insurance Agent License # 0M67197), Florida, Georgia, Alabama, Hawaii, Idaho, Nevada, Michigan, Texas, and Indiana. He is a Registered Representative and Investment Adviser Representative of Equity Services, Inc. and offers securities and investment advisory services in Virginia, Maryland, California and Georgia.
CFP® and CERTIFIED FINANCIAL PLANNERTM are certification marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP Board’s initial and ongoing certification requirements.