Jimmy Suh has worked extensively in all areas of financial planning - specializing in comprehensive financial planning, investment planning, retirement/estate planning, and small to medium size business planning.

Prior to his current position, he was an executive in the investment and financial planning industry for 25+ years. His career has been dedicated to developing and applying best practices, helping families and small - medium size businesses to secure their financial futures. Mr. Suh holds leadership positions within many associations and councils focusing on financial information, market updates, economic commentaries, and political impact to the financial industry.

Previously, Mr. Suh was a training manager & financial planner at IDS American Express in Garden City, NY. He developed investment strategies for financial planners that incorporated the financial planning process.  After four years, he was recruited to JP Morgan Chase, where he managed high net worth financial advisors and premier bankers in lower Manhattan, New York. He was nominated to be a key member of the management team to develop and implement strategies for reassuring clients and employees after the September 11, 2001 attack on the World Trade Center.

Mr. Suh moved to California and worked at Wells Fargo Private Client Service in Los Angeles & Merrill Lynch / Bank of America as a Director/SVP.  He directed a team of market managers, financial advisors, small business relationship managers and regional private bankers.

His passion was developing specialized training/coaching to help each team member build strong relationships and help their clients achieve their goals. He was nominated for several boards in Los Angeles and was a featured speaker in many venues including AAPA, USC Ascend, UCI Career Panel, and Bank of America.