Sung Moo Cho
Vice President – Wealth Management
Senior Wealth Advisor
- Phone: (212) 290-7712
E-Mail: sung.moo.cho@citi.com
22 West 32nd Street
New York,
NY
10001
22 West 32nd Street
New York,
NY
10001
- Financial Planning
- Retirement Planning
- Legacy Planning
- Korean
Citi Personal Wealth Management helps you connect future aspirations and present needs. Whether you are looking ahead to retirement, planning a child’s education or focused on managing your day-to-day finances, we can help develop a financial plan designed around what’s most important to you.
Backed by Citi’s wealth planning process and product and research capabilities, an experienced Citi Personal Wealth Management Wealth Advisor will work with you – from identifying your financial goals to helping you make them a reality. We’ll also work with Citi colleagues in banking and lending to help simplify your finances. At Citi Personal Wealth Management, we can help put the pieces of your financial picture together in a way that makes sense for you.
About Sung Moo Cho
As a Senior Wealth Advisor for Citi Personal Wealth Management, Sung Moo Cho strives to guide clients to their financial goals, offering confidence and clarity by navigating them through changing market and economic conditions.
With over 18 years of experience as an advisor, Sung Moo focuses on working with clients on wealth management, financial planning, retirement planning, group retirement plan/benefits management, financial education, and estate and legacy planning,
He joins Citi from Ameriprise Financial. Prior to that he worked at Wells Fargo, JP Morgan Chase and Merrill Lynch.
Sung Moo has Series 7, 63 and 65 securities licenses and life and health insurance licenses.
Fluent in Korean, he has a B.A. in English literature from University at Buffalo.
A faithful and hopeful Jets, Mets and Nets fan, Sung Moo enjoys spending time with his wife and dog.
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