Overwhelmed by options?
Answer a few questions to see advisors matched to you.
Find a financial advisor
Based on your filters
Eric K
Series 63, Series 66
Valencia, CA
Think Wealth, LLC
Eric Kim is a financial advisor with Think Wealth, LLC in Valencia, CA, holding Series 63 and Series 66 licenses and bringing 18 years of industry experience. He has held roles at Mont Blanc Asset, Inc. since 2009 and has been a principal and manager at Think Wealth, LLC since 2016. Kim is also a partner at Chelsea International Advisors LLC and managing partner at Think Wealth Asset LLC. Think Wealth, LLC serves individual clients and provides consulting for 401(k) plans, employing discretionary portfolio management with in-house model portfolios. The firm uses exchange-traded securities and assigns clients to conservative, balanced, or aggressive investment models based on a detailed questionnaire.
Kenneth P
Series 65
Valencia, CA
Think Wealth, LLC
Kenneth Park is a financial advisor at Think Wealth, LLC with one year of industry experience. He holds a Series 65 designation and has worked in various roles including mortgage research and real estate property investment and management. Park is a managing partner at Think Wealth Asset LLC, where he is involved in operations and management. Think Wealth, LLC is a state-registered investment adviser serving primarily individual clients with discretionary portfolio management through model portfolios and non-custodial 401(k) consulting. The firm uses exchange-traded securities and emphasizes monitoring holdings for overlap and strategy adherence.
Eui L
Series 63, Series 65
Valencia, CA
Think Wealth, LLC
Eui Lim is an investment adviser representative at Think Wealth, LLC with four years of industry experience. She also serves as president and CEO of EB Wealth, where she is involved in marketing and promoting a fixed insurance product. Lim holds Series 63 and Series 65 licenses. Think Wealth, LLC is a state-registered investment adviser serving primarily individual clients with discretionary portfolio management through model portfolios and non-custodial 401(k) consulting. The firm uses exchange-traded securities exclusively and manages accounts on a discretionary basis with regular review and rebalancing.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")
Finding advisors...
Find a financial advisor
Based on your filters