WARREN KIM WMCP®

SENIOR WEALTH ADVISOR

Warren Kim has more than 25 years of experience in the financial services industry. His specialty is in fixed income, insurance, market linked products and annuities, a type of investment that seeks to help clients plan for retirement and generate personal pensions. Warren also has a strong record of accomplishment of building, developing, and seeking to deliver long-term business goals and financial plans with clients and partners.

Before joining Crossroads Financial Services, he has held senior leadership positions at Global Atlantic and ING where he managed regional teams, oversaw business development, and delivered innovative solutions to work towards client needs. He has a BA in Economics from the University of California, San Diego, and is constantly learning and updating his knowledge and skills in the field of finance. Warren’s mission is to provide high-quality financial advice and guidance to clients, and to support them in achieving their financial goals and dreams. The values of integrity, trust, collaboration, and excellence are principles that he brings to every interaction and transaction. Warren is excited to be part of the Crossroads team and expects using his ability and skills to contribute to the success of the organization and the satisfaction of his clients.