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

Here’s How Tax Brackets Work

Tax brackets can be confusing but we can help explain how you can use them to estimate your tax bill. Read more here.

Steps for Financial Planning Throughout Your Life

Anyone can benefit from a mapping out a financial roadmap that shows you how to reach your financial goals. Read more here.

How Much Money Do You Need to Live Comfortably in Retirement?

The answer is different for everyone so your plan should focus on setting up the income you’ll need. Read more here.

 

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