In today's fast-paced world, few people have the time or resources to dedicate to managing their investments- whether it involves researching bond calls, reviewing company earnings projections or tracking mutual fund performance.
As a Financial Consultant, I alert clients to new opportunities and advise
them on changing market conditions that may affect their investments. It's all part of my long-term commitment to my clients.
Education and Licensing
MBA, 1989, Cornell University Ithaca, NY
BA, 1981, UCLA, Los Angeles, CA
American Association of Individual Investors
Ivy League Association of Southern California
Orange County Asian American Bar Association
You can contact Stuart Shim at: Salomon Smith Barney
1901 Main Street
Irvine, CA 92614
Tel: (949) 955-7562
Tel: (800) 533-3402 (toll free)
Fax: (949) 833-3542