Kim is a CPA® and CFP® who focuses on providing tax-aware investment solutions tailored to each family’s individual financial goals. Prior to joining UBS, Kim was a Senior Tax Associate and CPA® at Lindsay and Brownell, LLP in San Diego. Kim specialized in tax planning and analysis for small business owners, successful families and nonprofit organizations. She is also the President of a local nonprofit called the Rwandan Orphans Project that focuses on providing education and emotional support to children who would otherwise not have the opportunity.