Job Title: President
Company: Fisette & Kim Financial Services
Industry: Financial Services
Mentor Since: Fall 2022
Will Mentor: Early Career MBA, Undergrad Students
Job Description
Personal Financial Advisor. Ability to listen as people share their hopes, dreams and fears. Developing comprehensive financial plans, covering area of investments, insurance, taxation, estate planning, and retirement planning. Developing, monitoring, and making periodic changes to investment models. Financial advisor must be completely conversant in economic and finance, including monetary and fiscal policy. Must be able to communicate complex financial and economic concepts in layman's terms. Develop annual Economic & Market Outlook PowerPoint presentation to clients and prospects. Grow assets under management through both investment performance and client acquisition. Financial Advisors should earn their Certified Financial Planner(r) designation, within 3 years of entering the industry.
Company Description
Fisette & Kim Financial Services, LLC's mission is to profoundly impact clients' lives. We advise on approximately $210MM in investment assets, spread over around 200 families. We provide comprehensive financial planning and investment management to our clients.
Employment History
President, Fisette & Kim Financial Services, LLC President, Fisette Financial Services, LLC
VP/Financial Advisor, Merrill Lynch VP, Premier Banker
Bank of America VP, Operations Manager
Bank of America Pricing and Profitability Analyst
Seafirst Bank Operations Supervisor
Federal Reserve Bank of San Francisco
Seattle Branch Chief Warrant Officer (CWO4), U.S. Coast Guard (retired)
Education
Certified Financial Planner(r)
MS Finance, Seattle University (1996)
BS Decision Science & Management Information Systems, George Mason University, Fairfax, VA (1993)
Mentoring Objectives & Scope
My goal is to introduce business students to an amazing profession. When I was in grad school, I had no idea this profession even existed, let alone how to become a part of it. Mentees must show up and be ready to engage in spirited dialogue. I want to show mentees all facets of this business, and have them come away understanding both the potential rewards and obstacles to success. I will ask mentees to be devil's advocates, challenging me on my thinking, assumptions, investment selections, and business practices.
When and where do you hold meetings with your students?
TBD, but most likely on the Eastside.
Additional Information
I am privileged to have found, and work in, what I consider the most rewarding profession bar none. The rewards come not just financially, but also through knowing I have a profound impact on people's lives, when I get them to the point where they no longer need to worry about money. I also enjoy sharing with my clients the wisdom I've gained over the year, not just from living my own life, but also wisdom elderly clients have shared with me. As I enter the twilight of my career, I want to introduce younger people to this profession.