There are many Financial Advisors and Investment Professionals today. When it comes to management of finances and investments, a one size fits all approach may not be the best. Therefore, not every client is a good fit for every style, conviction, and personality of an Advisor. While most are content with minimal risk, avoidance of outside the box thinking, following the herd-mentality; Tony has set out to take the risk when it comes to investments, not viewing each headline or market movements on a day-to-day emotional basis, but to have a 5-10 year perspective when it comes to achieving long term objectives, goals, and dreams. As the world continues to evolve, so the mindset the investors must condition to tolerate the risk appetite.
The investment mindset for Tony began with an immigration from South Korea at the age of 7. As his father chose to leave everything in South Korea to pursue the opportunities of living in the great country of United States of America, the very upbringing cultured a conviction in Tony to take opportunistic risks for the attaining of a better tomorrow which may not be clear today, but through a disciplined and consistent approach, despite the ups and downs volatility and emotions may bring, that lives and future generations can be changed over time.
As the family began with minimal resources, Tony worked throughout college years to pay for education, and to graduate debt-free from Purdue University with a BS in Mechanical Engineering. Upon working 10 years in the field of engineering, to be able to serve individuals and families rather than machineries and industrial processes, Tony chose to transition into the financial industry. Tony was a Financial Advisor with Edward Jones from 2015 to 2020, and chose to manage client relationships as an independent advisor utilizing Commonwealth as a broker/dealer from 2020 to 2023. Given the conviction to seize the best tools, technology, and resources for serving the clients, Tony set out to seek a larger broker/dealer, and chose to utilize LPL Financial as a broker/dealer starting in early 2023.