VETTED
Serena Kim


Tel: 760-930-7629 2173 Salk Ave Suite 250 #42 Carlsbad, CA 92008
About Serena Kim
As a Financial Planner at Prudential, I lead a dedicated team focused on helping individuals, families, and business owners pursue long-term financial confidence.
At Prudential, we provide financial strategies that grow with you— whether you're building wealth, preparing for retirement, or planning your legacy. No two people are the same. Working with business owners and families to provide peace of mind and reach your goals is what energizes us.
Let's start a conversation to:
> Build and protect your wealth with a personalized financial strategy
> Collaborate with your estate and tax advisors to help identify opportunities for tax-efficient growth that aligns with your financial goals
> Plan for retirement and design a legacy plan aligned with your values
A journey of a thousand miles begins with a single step... Lao Tzu
Click HERE To Learn More About Serena Kim
About PrudentialAt Prudential, we provide financial strategies that grow with you— whether you're building wealth, preparing for retirement, or planning your legacy. No two people are the same. Working with business owners and families to provide peace of mind and reach your goals is what energizes us.
Let's start a conversation to:
> Build and protect your wealth with a personalized financial strategy
> Collaborate with your estate and tax advisors to help identify opportunities for tax-efficient growth that aligns with your financial goals
> Plan for retirement and design a legacy plan aligned with your values
A journey of a thousand miles begins with a single step... Lao Tzu
Click HERE To Learn More About Serena Kim
Prudential Advisors is a renowned financial services leader with a rich history of helping individuals and institutions pursue financial security and prosperity.
We are dedicated to providing comprehensive financial planning and advisory services. Our mission is to help individuals, families, and businesses achieve their financial goals through personalized and strategic financial solutions.
See DisclosuresWe are dedicated to providing comprehensive financial planning and advisory services. Our mission is to help individuals, families, and businesses achieve their financial goals through personalized and strategic financial solutions.
Compensation and Fees
Fee Structure:
Fee-Based
Preferred meeting methods
I provide a free initial consultation:
Yes
Disclosures
WiserAdvisor provides referrals to financial professionals of LPL Enterprise, LLC (LPLE). WiserAdvisor is not a current client of LPL for brokerage or advisory services. Financial professionals of LPL pay WiserAdvisor cash compensation for these referrals, which creates the incentive for WiserAdvisor to make these referrals, resulting in a conflict of interest.
LPL ADV 2A
https://www.lpl.com/content/dam/edam/format/disclosure/a58-lple.pdf
Additional Detailed Disclosures
https://www.lpl.com/content/dam/edam/format/disclosure/wiseradvisor-detailed-disclosures-lple.pdf
Office Hours
Monday9:00 AM - 6:00 PM
Tuesday9:00 AM - 6:00 PM
Wednesday9:00 AM - 6:00 PM
Thursday9:00 AM - 6:00 PM
Friday9:00 AM - 6:00 PM
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