About Us

SMG Advisors: We use our knowledge of investments, tax laws, and insurance to recommend the most suitable financial option to individuals in accordance with their short term and long term goals.  Some of the issues that our advisors address are retirement and estate planning, funding for college, and general investment options.  While most of our advisors offer advice on a wide range of topics, some specialize in areas such as retirement and estate planning or risk management.

 

SMG Advisors’ work begins with a consultation with the client, from whom the advisor obtains information on the client’s finances and financial goals.  The advisor then develops a comprehensive financial plan that identifies problem areas, makes recommendations for improvement and selects appropriate investments compatible with the client’s goals, attitude towards risk, and expectation or need for a return on the investment.  Our advisors usually meet with established clients at least once a year to update them on potential investments and to determine whether the client has been through any life changes (such as marriage, disability and/or retirement) that might affect their financial goals.

 







JJ Moon
President


Salena Chen
Branch Manager


Hee Dong Hong
Branch Manager


Simon Xu, CFP
Branch Manager


Emma Isaac
Sales & Training
Manager


Mike Hsu, CFP 
Sales & Training
Manager


Eric Kao, CFP
Sales & Training
Manager


Bryan Chung
Sales & Training
Manager


Claire Hae Jin Kim
Chief Operating Officer

 
 
 
financial advising & wealth management
SMG RISK MANAGEMENT
SMG MORTGAGE INC.
SMG RESP SERVICES
SMG IMMIGRATION SERVICES
COPYRIGHT©2009 SMG ADVISORS INC.