Robert Kim, CFP, CPA

Tax-efficient financial planning and investment strategies

Seattle, WA

Hybrid

Independent BD

Overview

Robert provides holistic financial advice with a strong focus on tax efficiency. As both a CFP and CPA, he ensures that every investment decision is made with tax implications in mind.

Key Details at a Glance

Years of Experience

13 years

Certifications

CFP

CPA

Primary Client Types

Tech Employees, High Income Earners

Meeting Style

Hybrid

Meeting Frequency

Semiannual

Client AUM Minimum

Services & Specialties

Tax

Public Markets

Business Owners

Ideal Client & Who I Work Best With

Clients with complex tax situations (RSUs, ISOs).

My Process / What to Expect

Tax Review

Reviewing past returns

Planning

Tax-efficient investment strategy

Filing

Coordination with tax filing

Credentials & Background

Education

BA Accounting - UW

Professional Background

Big 4 accounting background.

Personal Interests

Hiking

Coffee Tasting

Board Games

Disclosures

All financial advisors on Sherpa are independently verified. This advisor is a registered investment advisor. Past performance does not guarantee future results. Please verify all credentials and perform your own due diligence before engaging services.

Robert Kim

Financial Advisor

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Typically responds within 24 hours

Hybrid

Requires in-person meeting

AUM Minimum: Contact for details

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