Empowering Your Financial Future, Together.

Daniel Kim, CFP®, an Assistant Vice President at NorthCoast, brings extensive expertise in wealth planning and private client services, gained from his experience at firms such as Ritholtz Wealth Management. He holds the designation of CERTIFIED FINANCIAL PLANNER™. Fluent in Korean, Daniel earned his Bachelor’s degree in Economics from UCLA. Outside of work, he finds joy in sports, particularly basketball, golf, and snowboarding.