-
Financial Professional
Life & Annuity, 401(k) plans rollover, IRAs, Retirement Plan and Medicare -
-
-
CA LICENSE #4462712
Senior Financial Agent / Senior Journalist
Areas of Focus: Life & Annuity, Medicare, Long-Term Care, Senior Financial Planning
1. Roles and Responsibilities
Drawing on over 28 years of media experience, I evaluate client life and retirement assets from a comprehensive, multi-dimensional perspective rather than offering piecemeal financial products. Specializing in Life Insurance and Annuities for individual and senior clients, I provide tailored, 1-on-1 solutions that encompass Medicare and Long-Term Care—key pillars in securing quality of life in retirement.
2. Career History and Focus
28-Year Career as a Veteran Journalist: Worked across the Metro (City), Religion, and Features desks in South Korea before serving as an editor for weekly and monthly publications. Through this extensive background, I cultivated the sharp analytical judgment needed to evaluate issues holistically rather than superficially. After immigrating to the U.S., I worked at the Hankook Ilbo, one of the largest Korean-American media organizations. Notably, I served as the youngest Executive Editor in Chief at the Kookmin Daily North America among major Korean media outlets expanding into the United States.
Digital Media & Publishing Accomplishments: As Division Chief of the first Korean-American online-only news media outlet, I directed overall content strategy and final publication approvals. The content produced under my leadership was syndicated to Korean and Chinese broadcast networks across the United States. Additionally, I have demonstrated strong professional writing expertise by authoring and ghostwriting four books, including translated works.
Transition to Senior Financial Planning: While leading the writing, reviewing, and editing of a comprehensive financial planning encyclopedia for a non-profit organization dedicated to seniors, I experienced firsthand the critical importance of retirement asset management. Through the process of thoroughly planning my own retirement, I gained deep industry knowledge and officially became a registered Senior Financial Agent within just one year, actively advising clients today.
3. Current Media & Columnist Activities
Freelance Senior Journalist: Actively conducting interviews and covering major social issues as a practicing senior journalist.
Retirement & Financial Columnist: Publishing regular columns on retirement planning and asset protection for seniors across blogs and multiple weekly newspapers.
Financial YouTube Content Creator: Operating a dedicated YouTube channel to deliver accessible, easy-to-understand educational videos on finance, insurance, and pensions for seniors and the general public.
4. Areas of Focus
Life & Annuity: Secure retirement fund management and asset protection solutions.
Medicare: Tailored health insurance guidance and policy analysis for seniors.
Long-Term Care: Long-term care planning and financial strategies for post-retirement caregiving needs.