As a Founder and Wealth Advisor at Calibrate, my primary responsibility is to help clients pursue their financial goals and gain confidence through specialized asset management, financial planning, and investment advice.
With over 15 years of experience in the financial services industry as both a Manager and Financial Advisor, I have honed my skills and expertise to serve my clients effectively. Throughout my career, I have obtained the Life & Health Insurance License, the Series 7, Series 66, and Series 24 securities licenses held through LPL Financial, as well as the Certified Plan Fiduciary Advisor® (CPFA®) and the Qualified Plan Financial Consultant® (QPFC®) designations. I hold a Bachelor of Science in Business Management from Western Governors University and the University of Arizona.
I am deeply motivated by cultivating relationships with my clients and playing a small role in helping them pursue their financial goals. One of the most rewarding aspects of my job is learning about others' life experiences and witnessing them accomplish their life goals. I believe that the greatest value I can provide for my clients is serving as their accountability partner and financial quarterback, with a goal of ensuring they stay on track and make informed decisions.
Originally from Seoul, South Korea, I currently reside in Lake Oswego, Oregon, with my wife. Together, we have two daughters, two sons, and one granddaughter. Outside of work, I am actively involved in various charitable organizations, including Atlas Free (prevention of human sex trafficking), local food banks, Unbound, Child's Hope, and ANCOP (Answering the Cry of the Poor).
In my free time, I enjoy exercising, running, practicing martial arts, and indulging in my passions for music, travel, food, comic books, and coin collecting.