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Oliver Kim, CRPC®

Oliver Kim, CRPC®

Managing Director

For over 20 years, Oliver Kim has provided his clients with personalized investment strategies to help them realize their diverse financial needs and goals. 

Oliver's mission is to build enduring client relationships based upon integrity, experience and trust by providing objective advice and superior service. It is upon those principles that he has built and grown his practice.

Oliver is a financial advisor holding his series 7, 63, and 24 registrations, along with his Life, Health and Variable Life insurance licenses. In addition, he has earned his Chartered Retirement Planning Counselor sm , CRPC® designation. 

Oliver currently resides in Manhasset Hills with his wife Jennifer, and their two children- Olivia and Gavin.  When not in the office, Oliver enjoys spending time with his family encouraging their kids to be active members in their community.