12647 Alcosta Blvd,
Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.
Our business is built on a foundation of thoughtful client relationships.
We create strategies that are tailored to your needs and goals.
Years of experience have prepared us to guide you through your life transitions.
Trust. Honesty. Integrity. We believe values matter, and we live by ours every day.
Want to learn more about retirement, social security, or estate strategies? We have a wealth of resources.
Find a Financial Advisor
Sr. Financial Planner
Antonio has successfully served his clients since 2004. His process begins with taking the time to listen to his client's personal financial needs. Once he understands their concerns and real objectives, he provides a customized . . .
Managing Partner | Retirement Plan Consultant
Barbara works exclusively to provide personalized service to retirement plan sponsors. By focusing on fiduciary responsibilities and plan governance, Barbara provides valuable insight into the management . . .
Marketing Administrator | Plan Sponsor Services Associate
Becky was new to the financial services industry when she joined Sourjohn-Kim Retirement Solutions in Oct 2020. While she was delighted to find any job during the height of the pandemic, she feels truly blessed to have found a “family” . .
Director of Plan Sponsor Services
Carrie is on the front line of working with retirement plan sponsors. Problem solving is at the heart of all she does. She works diligently . . .
Managing Partner | Sr. Financial Planner
John leads the Financial Planning team. He is passionate about helping families clarify goals and develop solutions designed to achieve their financial . . .
Kayvon joined SKRS in 2020 with an extensive background in sales, new business development, project management, finance, and recruiting. His experience in these various areas has developed his ability to create and sustain new . . .
Director of Client Services
I consider myself a manager of chaos. At Sourjohn-Kim, I juggle many hats as I work with our team of advisors on systems and processing. I try to make sure our clients get the best service possible. Outside of work, I love to knit,...
Rachel Harris is an Investment Advisor Representative. She focuses on helping clients realize the potential of their retirement years while also helping to provide them with the guidance to proactively shape . . .