My Approach

Punnarin Koy - My approach photo

I care about what’s important to you

Your financial goals are individual, and I can help you achieve them.

I take the time to understand what’s truly important to you — whether it’s saving for college, retiring the way you want, making smart investments or anything else.

The personalized financial advice I offer can help you prepare for the expected and unexpected things in life. As a result, you can feel more confident, connected and in control of your financial life.

With the right financial advice, life can be brilliant.


Punnarin Koy - My approach photo

Interests

  • World Class Athlete in Taekwondo; world championship team 2010-2011
  • Major in the US Army Reserves; serviced 1 tour in Iraq; a Bronze Star recipient
  • Head instructor in Taekwondo at the Minnesota Taekwondo Center in Little Canada
  • Armed Forces Taekwondo Coach 2015 -2019

Community Participation

  • Serve on the board as Vice President of South East Asian Refugee Community Home
26
Years of Experience ?

Areas of Focus

  • Retirement Income Strategies
  • Charitable Giving
  • Investments
  • Investment Management
  • Tax Planning Strategies
  • Estate Planning Strategies
  • Retirement Planning Strategies

Awards & Recognition

  • Five Star Wealth Manager, 2019, 2018, 2017, 2016, 2014

Education

  • B.A. from University of Minnesota 1986-1991

Files for Download

My Videos(3 videos)

View All Videos