Stephanie Kim

Stephanie Kim

Registered Client Service Associate

Stephanie launched her career in finance as an intern with 130 Global of Raymond James in 2023, and upon graduating from University of California Los Angeles that year, joined the team full-time to grow in her new profession.

As a registered client service associate, Stephanie supports the practice’s client service mission, fulfilling requests and meeting other administrative responsibilities that emerge in the day-to-day management of clients’ financial plans. She also takes a leading role in planning the team’s marketing strategy, connecting with the diverse audience of Los Angeles in a meaningful way and demonstrating the people-first values of the practice. She is curious and personable, traits that serve her well in a business that tailors its services to clients’ individual needs.

As a Korean American who is fluent in Korean, Stephanie is able to particularly connect with other families like hers, whose generational experiences can be widely different, but stay united in common traditions and values.

Stephanie earned a bachelor’s degree in sociology from UCLA.

As hobbies, Stephanie starts her day with the Wall Street Journal. After hours, she enjoys Pilates and building with Lego. Originally from Riverside, Stephanie moved to LA for school and has called Westwood home ever since.