About Us

The Symphony Financial Services, Inc. team is professionally educated and passionate about helping our clients.  Our teamwork and specialization allow us to leverage expertise and experience to bring true perspective to your needs.  We are committed to the highest levels of transparency and always put ourselves in your shoes.  Our clients have confidence that comes from a long-term relationship. 

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Symphony Financial Services, Inc. was founded in 2001 by John Y. Kim with the mission to deliver value to clients through an ongoing, intimate relationship while helping to optimize and harmonize your financial resolve.  As a graduate of the Juilliard School of Music, John’s lifelong love of music inspired the name Symphony Financial Services, Inc. which is reflected in how our business is run. 

 

Since our founding, our vision has expanded into one of enhancing and simplifying our clients’ lives by providing comprehensive wealth management strategies that are customized by recognizing each client’s unique financial situation including their needs, goals, and objectives.  What started as a one man team has now grown to include a select group of specialized advisors as well as a knowledgeable team of support staff. Our dedicated team builds trusted relationships that allow us to refine our wealth management processes which are tailored to each client’s needs.