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"Working with Hoon has been a period of personal growth for our management team, being gently nudged to courageously step out of our comfort zone. Our primary focus and energy have always been in branding our firm around the highest level of client service unmatched by our peers. But as our firm grew and added more staff, we struggled with discord, petty politics, and even hostility among staff members. We were very much in need of building a cohesive team and reclaiming our firm’s family-like culture. Hoon helped us clarify and stay focused on our firm’s core values—communicating and living out those values. We now enjoy a positive and supportive culture where everyone feels welcome and stays productive. Even our clients notice it and compliment our warm, collegial office atmosphere."
Founder of a CPA firm we helped with strategic planning which included transforming the firm culture to enable growth and take the firm to the "next level" |
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"Hoon is a visionary, yet extremely relational leader. He delivers problem-solving solutions while seeking to improve the business by building up every member of the team through mentorship and positive instruction. He provides a rare combination of innovation and attention to detail that is needed to produce results that will drive the organization forward. Hoon is a deep thinker, who can clearly articulate his wisdom and insights to those around him. I was in the fortunate position of learning from Hoon while he was my supervisor, and I still consider him a valued mentor."
Junior advisor we helped recruit and groom as a potential successor for a wealth management firm we helped prepare for an eventual ownership transition |
"In the six years I've worked here, this is the first time I feel like I know what we stand for and where we are going."
Portfolio manager of a wealth management firm we helped with strategic planning |
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"Hoon was instrumental in helping our firm institutionalize many processes and lay the groundwork for additional growth. He clarified our vision and articulated strategies to accomplish our long-term goals. Hoon was very well liked by all. He was a consummate team player, but never a "yes" man. He always strove to build esprit de corps, and worked relentlessly to help us achieve our targets. Thanks, Hoon!"
Founder of a wealth management firm we helped with laying the groundwork for a transition from a practice to a business with a transferable value |
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"Hoon has an ability to see things at both a strategic and tactical level. He has a broad understanding of the Financial Services industry and brings years of experience and practical hands on application to the table. He can drive various areas forward from Technology, Operations, Client Service and Finance and unify them in a way that fits and makes sense as a whole, rather than disjointed parts operating in isolation."
Senior partner of a wealth management firm we helped with laying the groundwork for a transition from a practice to a business with an enterprise value |
"All the groundwork we put in place for new business is paying off for me. I think I'm on track to bring in $30 million of new assets this year. I'm already at about $16 million so far. I attribute it to all the work we did last year and the fruit is showing up now."
Partner of a wealth management firm we helped with strategic planning which included formalizing marketing and business development plans |
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As a seasoned financial professional and executive, I help small business owners meet their financial goals in alignment with people and values that matter most to them.
I began my career over 30 years ago with a Big 4 accounting firm, and have since held leadership positions at several financial services firms, offering solutions to complex financial and estate planning issues. I have also successfully helped (often burnt-out) small business owners run their businesses with discipline so they can grow business values and prepare for sale and retire. I have written numerous articles on business and finance, some of which have appeared nationally in prestigious peer-reviewed professional journals. I have also taught MBA classes and have spoken at various seminars and conferences. Outside of work, I enjoy live jazz, hiking, and spending time outdoors with my family and friends. Though I claim to play golf, no one in my foursome seems willing to vouch for that. |
CredentialsCertified Public Accountant (CPA)
Certified Financial Planner (CFP®) Chartered Financial Consultant (ChFC) Chartered Life Underwriter (CLU) EducationBS Business/Accounting - Biola University
LanguagesNative fluency in English, Korean, Japanese
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