Soo Yeon Kim has been promoted from associate wealth advisor to wealth advisor and receives distinguished CFP® certification.
The CFP® marks identify those individuals who have met the rigorous experience and ethical requirements of the CFP Board, have successfully completed financial planning coursework and have passed the CFP® Certification Examination covering the following areas: the financial planning process, risk management, investments, tax planning and management, retirement and employee benefits, and estate planning. CFP® professionals also agree to meet ongoing continuing education requirements and to uphold CFP Board’s Code of Ethics and Professional Responsibility, Rules of Conduct and Financial Planning Practice Standards.
For the past two years, Soo has been an intricate part of our BlueSky family. We are thrilled to announce not only her CFP® designation but also her much-deserved promotion to BlueSky Wealth Advisor. Soo has been well recognized for the excellent service she provides for each of her clients; and her background in actuarial science has allowed her to create outstanding custom financial tools such as the Military Pension and Retirement Analyzer among others.
We are proud of Soo and look forward to seeing her grow and prosper as a BlueSky Wealth Advisor. Please join us in congratulating Soo Yeon Kim, CFP®.
