Sun Shim

 

Member profile details

Membership level
Designated Member
 

Preferred Contact Information

First name
Sun
Last name
Shim
Professional/Academic Designation(s) (for Badge)
AEP, CFP, EA
Company
Mason & Associates, Inc.
Position/Title
VP
Phone
3232543072
 

Member Profile

Website/Linkedin Page
Membership Categories
  • Certified Financial Planner (CFP)
Years of Experience
20
Statement of Involvement in Estate Planning
More than 50% of my daily activities involve working with clients and professionals on estate planning, administration, and settlement. Collaboration with other professionals in the estate planning industry is crucial to servicing clients' needs in this area. The peace of mind that comes with appropriate estate planning is priceless!
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