Licenses held: Series 6, 7, 63, 66, Life/Disability/Long-Term Care Insurance
Kim is the founder of KAC Financial Services and established it back in 2007 as an independent financial services firm. That way, he could customize and tailor plans specific to each of our clients' goals and not be subject to sales quotas nor conflicts of interest. Before founding the firm, he worked for UBS Financial Services since he entered the industry in 2001. He also worked before that at New York Life and Prudential Insurance. Working with these firms gave him extensive financial planning experience as he assisted business owners and affluent individuals master their financial profiles.
His love of financial markets, building relationships and helping people live their best lives prompted him to enter this industry. As the leader of this business, he strives for excellence by hiring top talent, providing white-glove service and managing the associates. He also prefers to get to know each potential client as a person and only then brings them on to the firm if they’re a high-quality individual, which is one of the main reasons behind the firm’s success.
Residing in Bear River City, Utah, Kim received his Bachelor of Science in History from Utah State University. Kim loves most outdoor activities and participating in community sporting events. Outside of the office, Kim enjoys spending time with his wife, Susan, and their 6 children and 27 grandchildren.