Samuel KimSamuel Kim, CFA®Wealth Advisor
LinkedInAwards and Industry Recognition
Forbes
Top Wealth Management Teams Best-In-State
2025
About Samuel
Samuel Kim has over 10 years of experience in the finance industry, and is currently a Wealth Advisor at J.P. Morgan Wealth Management.
His primary responsibilities include active fixed income portfolio management, developing customized asset allocation strategies, and performing due diligence on equity manager selection. In addition, he leads The Fournier Group's lending solutions, including residential mortgages and home equity lines.
Prior to his time at J.P. Morgan, he worked at Wells Fargo as an Investment Consultant.
Samuel holds a Bachelor of Science in Math/Economics from UCLA. He also holds Series 7 and 66 securities licenses, and is a Chartered Financial Analyst® charterholder. The CFA designation is one of the most highly regarded certifications in the investment industry, especially in the areas of research and portfolio management
When not working, Samuel is an active participant with his church, serving on the Finance Committee. In addition, he enjoys playing golf, hiking and traveling with his wife.
CFA® and Chartered Financial Analyst® are registered trademarks owned by CFA Institute.
Insights
Outlook
2025 Outlook update: How to parse policy uncertainty
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Real Estate
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Investing
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Wealth Planning
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March 20, 2025By year-end, extension of the TCJA provisions seems likely. But first, the GOP needs to resolve strains within the caucus.Read Now
Outlook
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March 20, 2025Fed held rates steady for a second straight month and provided economic projections forecasting slower growth and higher inflation by year-end.Read Now
Family Legacy
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March 19, 2025Passing along family financial wealth often involves a lot of moving parts. Learn how deepening connections with your family can help you construct a lasting legacy aligned with your values.Read NowOutlook
2025 Outlook update: How to parse policy uncertainty
March 24, 2025From tariffs to technology, clashing forces are driving global markets.Read NowMarkets
The bull side, the bear side and the reality
March 21, 2025U.S. equity markets approach their first weekly gain in a month. What’s coming next?Read NowReal Estate
What to know about tax-aware borrowing
March 20, 2025Individuals can choose to take out loans in a way that may minimize their tax liability – this is called tax-aware borrowing. Learn more about it.Read NowInvesting
What to consider when you’re considering alternative investments
March 20, 2025Prioritizing due diligence and manager selection can be key to building an allocation to alternatives that enhances your portfolio’s diversification and outperformance potential.Read NowWealth Planning
On the rocky road to tax cuts
March 20, 2025By year-end, extension of the TCJA provisions seems likely. But first, the GOP needs to resolve strains within the caucus.Read NowOutlook
March 2025 Fed meeting: Interest rates kept steady, slower economic growth projected
March 20, 2025Fed held rates steady for a second straight month and provided economic projections forecasting slower growth and higher inflation by year-end.Read NowFamily Legacy
Building a strong and connected family of wealth: A 10x10 learning road map
March 20, 2025The process of fostering empowered, responsible children begins early and remains a lifelong journey. Our 10x10 model outlines the key competencies to master at various life stages.Read NowWealth Planning
Wealth planning is a women’s issue
March 19, 2025While supporting women during earning years is important, it is equally important that women are also equipped for what comes after – and in particular, that means having a comprehensive wealth plan.Read NowFamily Legacy
Navigating the opportunities and challenges of family gifts: 5 practices
March 19, 2025Passing along family financial wealth often involves a lot of moving parts. Learn how deepening connections with your family can help you construct a lasting legacy aligned with your values.Read Now
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