Philosophy:

Jae follows a philosophy of “putting my client’s interest first and foremost” for their financial well-being, Jae has built a professional relationship with friends and clients. He strives to truly understand their life value, the economic impact on their lives and guide them through the right path so that they can accomplish their goals no matter what life events occur.

Specialization:

Jae's desire is to help and assist friends and clients to have financial freedom and be financially independent while creating a legacy for their families. He works closely with business owners, medical professionals and ordinary people to accomplish their financial goals and dreams. He believes in developing custom strategies to improve their financial well-being.

Background:

Jae's educational background is from NYU and he has been in the financial industry for over 25 years, giving him tremendous experience with diverse clients.

His accomplishments as a financial professional allowed him to expand and become bi-costal. 

Jae enjoys Skiing, Running, Cycling, Reading, Opera, and Classical Music and he is a member of NAAAP (National Association of Asian American Professionals) and a member of Asian American Leadership Network.

Jae gets tremendous satisfaction in seeing clients’ protection and accumulation-planning objectives come to fruition and knowing that he is able to help make a difference in their lives.