Sun M. Shim,  CFP<sup>&reg;</sup> - Financial Advisor

Sun M. Shim, CFP®

AEP®, EA

Financial Planning Advisor

Mason & Associates, Inc.

7474 N Figueroa St
Los Angeles, CA 90041

Mason & Associates, Inc.

922 Polk Street
Albany, CA 94706
FINANCIAL ADVISOR'S WEBSITE
(800) 988-4015
(323) 254-3072
CONNECT WITH Sun
  • linkedin link

General

Sun Shim is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Mason & Associates, Inc. in Los Angeles, CA and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Other - Accredited Estate Planner

Insurance Licenses

  • Life insurance: CA
  • Health/disability insurance: CA
  • Fixed annuities: CA
  • Variable annuities: CA

Broker-Dealer Affiliation

None/NA

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Buying a Home, Charitable & Planned Giving, Annuities, Asset Allocation, Career Change, Business Taxes, Estate Planning, Investment Management, Limited Partnerships, Employee Benefits, Mutual Funds, Irregular Income, Getting Married, Identity Theft, Job Loss, Real Estate, Insurance, Retirement, Stocks & Bonds, Life Planning, Starting a Family, Succession Planning, Sudden Wealth, Nontraditional Households, Special Needs, Personal Taxes, Women's Finances

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