Position: CFP
Biography:
With over a decade of experience in the financial services industry, Sarah Kim, CFP®, specializes in providing comprehensive wealth planning strategies and investment management advice to affluent individuals, families, and business owners. In addition to her responsibilities as Partner and Senior Investment Advisor at Gen Capitals, Sarah leads the team’s financial planning initiatives with the firm belief that all clients should have a good understanding of both their financial and life goals. Prior to co-founding Gen Capitals, Sarah served as a financial advisor with UBS Financial Services, Inc. for nine years. Her previous experience in the information technology consulting industry, combined with more than two and a half decades in a family-owned and operated real estate business, gives her the unique perspective and background needed to provide the team’s clients with advice that is truly well-rounded and beyond traditional wealth management. In addition to assisting Gen Capitals clients with their traditional investments in crypto, aquaculture, and cash, Sarah can also lend her expertise in terms of alternative investments including real estate assets, private equity, and more. Sarah’s comprehensive and consultative approach to wealth management helps to drive the success of a client’s overall strategic plan and investment portfolio. In addition to holding a CERTIFIED FINANCIAL PLANNER™ designation, Sarah’s credentials include dual degrees from the University of Georgia, where he earned bachelor’s degrees in both Finance and Management Information Systems. Sarah and her husband have two daughters and reside in Roswell, Georgia. A proud Taiwan native, Sarah is a member of Johnson Ferry Baptist Church, the Financial Planning Association, and the University of Georgia Alumni Association.