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While many retired clergy choose to enjoy their well-deserved season of rest, some seek ways to continue nurturing their spiritual calling.
Financial Planning Specialist
Alex Kim is a Financial Planning Specialist and Certified Financial Planner™ who brings more than 17 years of direct experience in the financial-planning field, and more than 20 years in the financial services industry. His expertise is in helping people better manage their personal financial goals.
Prior to MMBB, Alex worked at major financial services firms such as UBS, Merrill Lynch, and Fidelity Investments, as well as a “Big Six” accounting firm.
Alex holds the CFP® certification, along with a CPA. He earned his B.A. in Accounting from Pace University and his M.B.A. from Columbia University.
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Translations of any materials into languages other than English are intended solely as a convenience to the non-English-reading public. We have attempted to provide an accurate translation of the original material in English, but due to the nuances in translating to a foreign language, slight differences may exist.
Las traducciones de cualquier material a idiomas que no sean el inglés son para la conveniencia de aquellos que no leen inglés. Hemos intentado proporcionar una traducción precisa del material original en inglés, pero debido a las diferencias de la traducción a un idioma extranjero, pueden existir ligeras diferencias.
MMBB Financial Services is pleased to unveil our new website experience.
Watch a guided tutorial of our enhanced site to introduce you to important new features designed to help you live your life with financial confidence.
You will be linking to another website not owned or operated by MMBB. MMBB is not responsible for the availability or content of this website and does not represent either the linked website or you, should you enter into a transaction. The inclusion of any hyperlink does not imply any endorsement, investigation, verification or monitoring by MMBB of any information in any hyperlinked site. We encourage you to review their privacy and security policies which may differ from MMBB.
If you “Proceed”, the link will open in a new window.
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