After graduating from Ewha Womans University in Korea and earning a Master's in Statistics from the University of Michigan, I started a career as a research statistician at AC Nielsen in Chicago. During my early years in the United States, I recognized the need to expand my knowledge in finance. As a first-generation immigrant, I faced the complexities and challenges of the U.S. financial system. Determined to bridge this gap, I embarked on a journey to obtain the title of Certified Financial Planner in 2007.

 

This pursuit of financial expertise led me to New York Life / Eagle Strategies LLC, where I served as a financial advisor. I further developed my skills and knowledge in retirement planning and wealth management during my tenure at the Merrill Lynch Retirement Group and JP Morgan Chase in New York.

 

In 2010, Samsung Life offered me a unique opportunity to work at their headquarters in Seoul, South Korea. There, I established the first Retirement Research Institute in the country, conducting research and developing innovative retirement strategies tailored to the Korean market.

Additionally, I spearheaded a multi-company team to create and deliver financial education programs, benefiting over 100,000 Samsung employees.

 

Returning to the United States, I joined the New York Life DFW office, where I focused on recruiting and developing Korean American advisors to serve our community. In 2020, I achieved the distinction of being the No. 1 Partner in New York Life, leading “the only Korean American advisor team" to this significant accomplishment in the company's 175-year history.

 

In 2023, I joined MassMutual with a visionary goal: to establish a premier, comprehensive wealth management firm serving the multicultural market—filling a critical gap in the industry. Our mission at MassMutual is to become the premier organization in the multicultural community, offering comprehensive insurance, investment, and wealth management solutions. I am dedicated to empowering our clients to achieve their financial goals and create a legacy for the next generation.

 

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