Jim Koh

CFP®, AFPCM, AWPCM, AFC®, IBFQ, IBFA
Senior Relationship Manager

KC

Kai Chin

Client of Jim Koh, CFP®, AFPCM, AWPCM, AFC®, IBFQ, IBFA
Senior Relationship Manager

"In an industry dominated by sales-oriented insurance agents, Jim stands out as a rare Client Adviser who actually takes time to understand your needs and recommend appropriate products. Jim is knowledgeable about industry trends, is opinionated but respectful, and is passionate about his work. These are overall qualities I think a serious adviser should have."