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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Dongmin Kim is a Certified Financial Planner and has been working in the financial industry since 2016. Daniel is currently registered with the state of California as an Investment Advisor Representative for Kovitz Investment Group Partners, LLC. Daniel holds a Series 65 license and previously passed the SIE exam. Daniel has worked with a variety of clients including individuals, families, businesses, and charitable organizations. Daniel's prior experience includes roles at UCLA, Ritholtz Wealth Management, Signature Estate & Investment Advisors, LLC, Lido Advisors, LLC, and Connectus Wealth. Daniel is dedicated to providing personalized financial advice to help clients reach their goals.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Credit, cash and insurance solutions, family office services, corporate executive services
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
Rev share w/affiliate frs and eligible credit & cash mgmt soluti
1
2
CA
01/06/2025 - Present
Kovitz Investment Group Partners, LLC (Pasedena CA)
IA
Issued 09/20/2021
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/04/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
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