Our financial advice team

Jeremy Kim, Financial Advisor serving the Vienna, VA area - Ameriprise Advisors

Jeremy Kim

Financial Advisor

CFI Financial Advisors
EMAIL
PHONE
Ext. 206
BUSINESS MOBILE
571.202.6573
Schedule a meeting
Background and qualification information is available at FINRA’s BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

Areas of focus

  • Retirement Planning Strategies
  • Christian Financial Strategies
  • Family Finances
  • Cash Flow Management Strategies
  • Financial planning for small business
  • Estate Planning Strategies
  • Intergenerational Planning

Education

  • Juris Doctor, University of Richmond School of Law, Class of 2019
  • Bachelor of Arts in Economics, College of William & Mary, Class of 2016

Awards & recognition

  • CFI Financial Advisors, Forbes Best-in-State Wealth Management Teams, 2026

Professional associations

  • Virginia State Bar

Previous experience

  • Attorney Advisor, U.S. Department of Education, Office of Federal Student Aid, Washington, D.C., 2020 - 2025
  • Document Review Attorney, KLDiscovery Ontrack, LLC, Mclean, VA, 2020
  • Post-Graduate Fellow, Fauquier County Office of the Public Defender, Warrenton, VA, 2019

Honored to be recognized in Forbes

It’s a privilege to help our clients and their families feel more confident and in control of their financial lives. Because of their loyalty, CFI Financial Advisors has been named to the 2026 Forbes Best-in-State Wealth Management Teams list. I’m so grateful for this honor, for my clients’ trust and for the dedication of our entire team.

Connect with us

Jeremy Kim may only conduct securities business with residents of states in which the advisor is properly registered. Please refer to FINRA's BrokerCheck website for a list of those states.

CA Insurance #4519496

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