12647 Alcosta Blvd,
Sourjohn-Kim Retirement Solutions began as a partnership of business colleagues in 2010 and is now a team of 10+ professionals working together to serve their clients who are retirement plan sponsors and participants, middle-income households, and foundations.
Barbara, a seasoned Retirement Plan Consultant, and John, a Financial Planner saw a unique opportunity to combine their professional expertise into a single firm providing a holistic approach to meet the financial service needs of both small business employers and individuals.
The retirement plan team works diligently to support plan sponsors by helping them to manage an effective retirement plan. This boutique-type service approach includes delivering comprehensive plan reviews and conducting vendor evaluations regularly and as needed. Through effective plan design, organizations are able to meet their objectives and provide the tools for participants to reach their retirement goals.
The Financial Planners at Sourjohn-Kim utilize an extensive financial planning process to guide households and help them reach their financial objectives, while protecting the assets they have spent their lifetime building.
Together, we are financial stewards who help our clients navigate complex financial choices and make decisions to produce the desired outcomes for every plan, every household, every life stage – every step of the way.
Sr. Financial Planner
Managing Partner | Retirement Plan Consultant
Marketing Administrator | Plan Sponsor Services Associate
Director of Plan Sponsor Services
Managing Partner | Sr. Financial Planner
Director of Client Services
Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.
Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.