Alex Kim is a Managing Partner at SHR Wealth Management and a Registered Representative/Financial Advisor with Osaic Wealth, Inc. With extensive experience in the financial services industry, Alex has developed expertise across investment management, retirement planning, estate planning, tax strategies, and risk management.
He takes a personalized approach with each client, working closely to understand their unique financial goals and circumstances before crafting customized strategies designed to help them achieve lasting success. Dedicated to professional excellence, Alex remains at the forefront of industry developments and continuously expands his knowledge to deliver innovative and effective solutions. His commitment to providing exceptional service and building long-term relationships has earned him the trust of the clients and families he serves.
Alex resides in Plainview, NY, with his wife, Monica, and their two children, Aaron and Aileen. Outside of his professional work, he is a dedicated practitioner of Kendo, the Japanese martial art, and currently holds a 6th-degree black belt.