Matthew Kim
C-1291-1476748538

Matthew Kim

Certified College Funding Specialist®

RIA/Investment Advisor

(818) 319-0898

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ABOUT Matthew Kim

Matthew has been serving his clients for over a decade now.

Being the first child of an immigrant family, Matthew knows how daunting and overwhelming the experience could be when parents send their children to college. 

And because of that, Matthew will make sure that your experience is different!

Contact Matthew today 

Designations

Qualifications


Licensed - Yes

License No - 0H40572

License Type - Securities & Insurance

Planwise College Consulting

6281 Beach Boulevard, Suite 116
Buena Park, CA 90621
P: (818) 319-0898
F: 
planwisecollege.com

Services Offered

College Financial Planning
Financial Planning
Tax Planning
Retirement Planning
Investment Management
Estate Planning
Cashflow Management
Business Consulting
Financial Aid
FAFSA Review
Scholarship Search

Meetings Offered

My Office
Webmeetings


Availability

Mornings
Afternoons

CCFS® (Certified College Funding Specialists)

EARNED BY
Matthew Kim

ISSUED ON
2017-01-01

CCFS® MEMBER ID
C-1291-1476748538

DESCRIPTION
The CCFS® certification mark identifies college financial professionals who have met the high standards of competency and ethics established and enforced by the Association of Certified College Funding Specialists.

Unique Badge ID - 37jSzo85QuyNKvmi85d2VA

 

Disclosures