Kim Vu, CH.F.C.®

Financial Planner

Kim has more than 12 years of experience in wealth management and multifamily office services. She serves as Financial Planner at the firm. Prior to joining the firm, she worked as a wealth manager serving ultra-high net worth individuals and families in managing their financial plans. Kim graduated from the University of California, Irvine with a Bachelor of Arts in Social Science and holds the Chartered Financial Consultant® (ChFC®) designation. In her spare time, Kim enjoys playing volleyball and catching up with friends and family. She resides in Orange, California with her husband and their two sons.


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