MISSION

Financial security is something many of us strive to achieve in our lives. You try to do what's right for those you care about, but the wrong financial decision can often undermine the best of intentions. Whether you are concerned for your own financial needs, those of your family, or of your business, our team can help you identify your goals and develop a plan that addresses these needs and gets you started on the path to financial security.

- James Choi


Helping You Create a Financial Plan That Grows With You

James Choi is an experienced Financial Advisor providing comprehensive financial guidance to his clients. James often partners with professional athletes, physicians, successful ethnic professionals, entertainment executives, and members of the LGBT community to help steer them toward financial success. He believes that financial planning should be accessible to all, and often collaborates with fellow advisors and specialists to educate his clients on wealth management strategies and solutions.

James is also involved the Network of Ethnic Physicians (a subsidiary of the California Medical Association), the Los Angeles Sparks, the Association of Black Women Physicians, and the Latina Leadership Academy, among other organizations.

HABLAMOS ESPANOL


Resources for Physicians


Resources for Business Owners and Entrepreneurs

James Choi works with business owners to take advantage of unique investment opportunities at each stage of their business, from Business Start-Up to Business Growth to Business Maturity to Business Transfer.

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James Yoo Suk Choi

Financial Advisor

How a Bigger Home Affects Your Budget

Upsizing your home means you’ll have more room to entertain, store your stuff and grow your family — but you’ll also have higher expenses. Read More

Questions to Ask a Wealth Manager

If you’re in the market for wealth management services, here are five tips to help you prepare so you can find the right fit. Read more here.

What Is the Difference Between Budgeting and Financial Planning?

Understanding the key differences between the two can give you a clearer picture of how to reach your goals. Read more here.

 

To learn more about Northwestern Mutual Investment Services, LLC and its financial representatives, visit: FINRA BrokerCheck