Sunwook  Jin,  CFP<sup>&reg;</sup> - Financial Advisor

Sunwook Jin, CFP®

CRPC, CMFC

Financial Advisor

Redwood Financial Network Corp

30285 Bruce Industrial Parkway, Suite A
Solon, OH 44139
FINANCIAL ADVISOR'S WEBSITE
(440) 287-5020

General

Sunwook Jin is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Redwood Financial Network Corp in Solon, OH and the surrounding communities.

Financial Advisor Overview

I am a wealth advisor at Redwood Financial Network. I focus on providing wealth management strategies to affluent soon to be retired and current retirees. Together with my partners, I help affluent clients address their five biggest concerns: preserving their wealth, mitigating taxes, taking care of their heirs, ensuring their assets are not unjustly taken, and charitable giving.
 
I use a consultative process to gain a detailed understanding of my clients’ deepest values and goals. I then employ customized strategies designed to address each client’s unique needs and goals beyond simply investments.
 
Successful individuals and families work with me to:
 
    Develop and implement a comprehensive wealth management plan.
    Make smarter decisions in today’s uncertain political, economic and social environment.
    Obtain an independent second opinion from a well-known financial advisor in their community.

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Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 63, 65

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Other - CRPC®, CMFC®, EA

Insurance Licenses

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

Broker-Dealer Affiliation

None/NA

Broker-Dealer Disclaimer

Securities and Retirement Plan Consulting Program advisory services offered through LPL Financial, a Registered Investment Advisor, member FINRA/SIPC.  Other advisory services offered through Redwood Financial Network Corp, a Registered Investment Advisor and a separate entity from LPL Financial.

Financial Advisor's Specialties

Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Asset Allocation, Business Taxes, Career Change, Estate Planning, Investment Management, Employee Benefits, Mutual Funds, Real Estate, Insurance, Life Planning, Retirement, Stocks & Bonds, Long-term Care, Sudden Wealth, Personal Taxes, Women's Finances

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Helpful Financial Planning Resources