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Our financial advice team


Joseph Kim

Joseph Kim

Financial Advisor

Managing Partner of
JPT WealthBridge
17
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.
Background and qualification information is available at FINRA’s BrokerCheck website.

Areas of focus

  • Tax Planning Strategies
  • Small Business
  • Investments
  • Estate Planning Strategies
  • Retirement Income Strategies
  • Insurance
  • Intergenerational Planning
  • Business Retirement Plans
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