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Kevin K. Chung, MS, CFP®

Jackson Financial Management

151 Kalmus Drive
Ste H7
Costa Mesa, CA 92626
Phone: (714) 434-6900
Fax: (714) 434-6920

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Household Income Minimum: $200,000
Investable Asset Minimum: $500,000

Specialties
  • Comprehensive Financial Planning
  • Budget & Debt Management
  • Attending College
  • 401(k)/403(b)/IRAs
  • Buying a Home
  • Charitable & Planned Giving
  • Asset Allocation
  • Cross-border Planning
  • Business Taxes
  • Estate Planning
  • Investment Management
  • Getting Divorced
  • Employee Benefits
  • Getting Married
  • Insurance
  • Retirement
  • Long-term Care
  • Starting a Family
  • Succession Planning
  • Sudden Wealth
  • Special Needs
  • Personal Taxes

 

How Planner Charges

Considerations: Base salary plus percentage of assets under management

I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.