Roles and Responsibilities

Eun Jung Kim is an Account Manager specializing in Retirement Plans, where she supports corporate qualified plans—including 401(k) and pension accounts—alongside individual client accounts. She collaborates closely with plan sponsors and clients to ensure smooth plan administration, compliance, and dedicated ongoing account support.

Beyond retirement planning, Eun Jung is a licensed agent providing expert guidance on life insurance, annuities, and long-term care solutions. Her mission is to help clients align their financial protection strategies with their long-term objectives through attentive, client-centered service.

Career Focus

Eun Jung began her career in the financial services industry in 2011 and has since built over a decade of experience in retirement plan management and personal financial consulting. She is deeply committed to helping both individuals and organizations navigate complex financial decisions with clarity and confidence.

By combining technical expertise with a personalized approach, Eun Jung strives to create practical, long-term strategies that support financial security and peace of mind for every client.

Professional Designations

Eun Jung holds the FSCP® (Financial Services Certified Professional) Designation. 

 Core Areas of Focus: Qualified Plans (401(k), Pensions, & IRAs), Life Insurance, Annuities, and Long-Term Care