
Thomas Kim
Vice President – Wealth Management
Senior Wealth Advisor
CA Insurance License # 0L11818
- Phone: (818) 823-2020
E-Mail: thomas.kim@citi.com
360 East Magnolia Blvd.
Burbank,
CA
91502
360 East Magnolia Blvd.
Burbank,
CA
91502
- Financial Planning
- Retirement Planning
- Portfolio Management
- Estate and Legacy Planning
- Philanthropic Planning
- Insurance and Wealth Transfer
- Small Business Planning
- Multigenerational Family Planning
- Corporate Executives
- Women & Wealth
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 Thomas Kim
As a Senior Wealth Advisor at Citi Personal Wealth Management, Thomas Kim delivers comprehensive and effective wealth management solutions. Drawing on 35 years of Financial Advisor experience, his background includes managing investment portfolios for individuals and institutions at various well-known firms. He excels at guiding clients through the complexities of their finances, developing tailored strategies for asset protection and growth, as well as income and distribution planning. Thomas' experience encompasses investment strategy, risk analysis and portfolio monitoring that helps achieve those objectives in association with the client's desired lifestyle. He holds an Economics degree from the Rutgers University of New Jersey, is fluent in Korean and has conversational Korean skills. Based in San Fernando Valley, Los Angeles, he balances his professional life with family, and his hobby is fitness training.