Advisor profile


My approach

Susan Kim - My approach photo

What you can expect when you work with me

At Ameriprise, our purpose is to help you feel confident, connected and in control of your financial life. The right financial advice can help prepare you for whatever life brings – both the expected and the unexpected.
When you work with me, you receive:

· 1:1 financial advice based on your goals and needs.

· Personalized recommendations for a diversified portfolio, and solutions to help protect you from uncertainty.

· Regular meetings to review your goals, progress and investments.

· Anytime access to your investments and digital tools to help you stay on track.

Feel confident about your financial future.

Susan Kim - My approach photo

Areas of focus

  • Retirement Planning Strategies
  • Saving for Education
22
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™ practitioner
  • CRPC® Chartered Retirement Planning Counselor℠

Education

  • M.A. Secondary Mathematics Education, Virginia Polytechnic Institute & State Univ.
  • B.A. Economics & Mathematics, University of Maryland College Park

Interests

I’ve been married for over fifteen years and have three bosses (a.k.a. my kids) who keep me very busy during my time away from the office. My husband and children are my favorite travel companions and together, we have gone scuba diving, skied mountains, and hiked valleys. When I’m not busy being a mom, I’m learning new things, whether it’s by reading, going to museums, or immersing myself in different cultures. I’m motivated and inspired every day by the stories I hear and the dreams that my clients share with me. I’m grateful to be doing what I love in the company of amazing people!

Community participation

Global Children's Foundation

McLean Presbyterian Church

Washington Tennis & Education Foundation

Dominion Cycling

Life Circle Alliances

RPJ Housing Development

Friday Night Live

Awards & recognition

  • Working Mother Top Wealth Advisor Moms, 2017
  • Barron’s Top 100 Women Financial Advisors, 2013-2019
  • Barron’s Top 1,000 Financial Advisors, 2013
  • Barron’s Top 1,200 Financial Advisors, 2014-2019
  • Financial Times 400 Top Financial Advisers, 2016-2018
  • Forbes Top Women Wealth Advisors, 2017-2018
  • Ameriprise Chairman's Award, 2007 - 2019
  • Ameriprise Chairman's Advisory Council, 2007 - 2019
  • Ameriprise Circle of Success, 2005 - 2019

Private Wealth Advisors

Ameriprise Private Wealth Advisors have extensive experience in helping affluent clients preserve and grow their wealth. They possess the capabilities and resources to provide customized recommendations and support for tax, estate, and retirement planning. They help clients step back and explore the full range of opportunities their wealth can bring. With years of experience and an established network of expert resources, Private Wealth Advisors are among the most qualified and credentialed advisors in the industry. Ameriprise Financial gives this elite group the highest priority and quality of service and resources available to help ensure their clients receive the best possible client experience.