Timothy Kim

Tim’s interest in personal finance and financial literacy began as soon as he opened his first student bank account. Growing up, his parents encouraged him to be a good steward with his money and constantly reminded him it was never too early to start saving for retirement. However, being from a first-generation immigrant household, he noticed that money could often be the elephant in the room which could lead to financial negligence and inaction. Those early experiences are what influenced his desire to help others approach their financial decisions with greater clarity and confidence.

Detail-oriented and versatile, Tim enjoys understanding how each part contributes to the bigger picture. He also believes that there is a science behind every art (form and piece), a perspective that shapes his analytical yet thoughtful approach to his work.

Tim recently earned his CFP® marks after completing his coursework with the Boston Institute of Finance. He earned a bachelor’s degree in psychology from Syracuse University. Before joining the team, he worked as a business analyst and paraplanner at Christopher Street Financial.

Outside of work, Tim enjoys learning new things and staying active whenever he can. These days, he is focused on playing golf with his wife and learning to play the piano.