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Investing Fundamentals
This webinar will walk through the fundamental process of building an investment portfolio, including key drivers and considerations that influence the investment strategy. We will review basic concepts such as risk/return tradeoff, asset allocation, and the pros and cons of various asset classes that can make up the portfolio.

Jun 17, 2021 02:00 PM in Eastern Time (US and Canada)

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Speakers

Alex Kim, CFP®, MBA, CPA
Financial Planning Specialist @MMBB Financial Planners, LLC
Alex Kim is a Certified Financial Planner™ who brings more than 18 years of direct experience in the financial-planning field, and altogether more than 25 years in the financial services industry. His expertise is in helping people better manage their personal financial goals. Alex holds the CFP® certification, along with a CPA. Alex received his BA in Accounting from Pace University and his MBA from Columbia University. Previous to MMBB, Alex also worked at major financial services firms such as UBS, Merrill Lynch, and Fidelity Investments, as well as a “Big Six” accounting firm. Alex resides in Bergen County, New Jersey, with his family.