William Kim

A graduate of the University of California, Berkeley, William Kim combines investment expertise with a relationship focused approach, helping foster strong partnerships and creating opportunities for collaboration across Charles Schwab and CPA firms throughout the Western United States.  As an advisor with extensive experience in investment management and financial services, he leads a team dedicated to helping firms manage their retirement plan benefits. 

 

Since Will sits at the intersection of capital markets, planning and trust, he has been able to advise clients within the tech sector, family offices, professional services companies, oil and energy companies, food and retail franchises, early round start up and independent entrepreneurs.  With close to 30 years of experience, his commitment to consultative advising and relationship building has helped several clients meet their retirement goals.