Serena Kim

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About Serena Kim

As a Financial Planner at Prudential, I lead a dedicated team focused on helping individuals, families, and business owners pursue long-term financial confidence.

At Prudential, we provide financial strategies that grow with you— whether you're building wealth, preparing for retirement, or planning your legacy. No two people are the same. Working with business owners and families to provide peace of mind and reach your goals is what energizes us.

Let's start a conversation to:

> Build and protect your wealth with a personalized financial strategy

> Collaborate with your estate and tax advisors to help identify opportunities for tax-efficient growth that aligns with your financial goals

> Plan for retirement and design a legacy plan aligned with your values

A journey of a thousand miles begins with a single step... Lao Tzu

Click HERE To Learn More About Serena Kim

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General Information

CRD#

6379220

Firm CRD#

8733

Qualifications & Membership

Securities Licenses

Series 6, Series 65, Series 7, Series 63

Compensation and Fees

Fee Structure

Fee-Based

Disclosures

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LPL ADV 2A

https://www.lpl.com/content/dam/edam/format/disclosure/a58-lple.pdf

Additional Detailed Disclosures

https://www.lpl.com/content/dam/edam/format/disclosure/wiseradvisor-detailed-disclosures-lple.pdf

Paladin Advisors

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Paladin Research Report For:

Prudential