Biography

For over 18 years, Todd Kim has specialized in Retirement and Investment Services while helping clients secure and maximize their retirement income. Todd attended Brigham Young University where he received his Bachelor’s Degree in History and Finance. He has furthered his education by obtaining a Master Degree of Science in Financial Services. Along with his college education, Todd is a Certified Fund Specialist, Board Certified in Estate Planning and Mutual Funds and is often invited to speak at various financial institutions.

Beginning his career at Fidelity Investments, Todd has since worked for Wells Fargo Private Client Services and Bank One Investment Advisors where he was recognized as one of their Top 25 Advisors six years in a row.