We Work Together
We pool our knowledge, experience, and skills so we can offer you multi-disciplined perspectives and unparalleled service.
Profile

Wendy Kim
Invisibility would be awesome.
Korean and English.
“You only live once, but if you do it right, once is enough.” – Mae West
1994 Black Honda Accord.
Psychology was my focus during college. The study of the mind and people kept me interested and excited. I have been able to apply some of the skills and knowledge I learned to my current position at Parallel Advisors.
About Wendy
- Objective: Wendy's goal is to build relationships with clients to provide optimal support for their financial needs and requirements; to provide thorough, accurate, and timely client account records and reports.
- Snapshot: Wendy has over 17 years of industry experience in operations management and client service; she has very deep knowledge of the industry’s various financial strategies.
Experience
- Client Service Specialist, Ameriprise Financial, Redwood Shores, CA; worked exclusively with three financial advisors and singularly provided support for more than 200 clients
- Operations and Office Manager, Rhodes & Fletcher Wealth Coaching, San Francisco, CA
- Administrative Assistant, Aspiriant (formerly Kochis Fitz), San Francisco, CA
Education
- College of San Mateo, AA, Psychology and Social Sciences
