Mr. Alex Kim, CFP®, MBA, CPA

Mr. Alex Kim, CFP®, MBA, CPA

Financial Planning Specialist

Phone: 800.986.6222


Mailing Address:

475 Riverside Drive
Suite 1700
New York, NY 10115-0049

Alex Kim is a Certified Financial Planner™ who brings more than 17 years of direct experience in the financial-planning field, and altogether more than 20 years in the financial services industry. His expertise is in helping people better manage their personal financial goals. Alex holds the CFP® certification, along with a CPA. Alex received his BA in Accounting from Pace University and his MBA from Columbia University.

Previous to MMBB, Alex also worked at major financial services firms such as UBS, Merrill Lynch, and Fidelity Investments, as well as a “Big Six” accounting firm. Alex resides in Bergen County, New Jersey, with his family