Sourjohn-Kim Retirement Solutions
Financial Services - San Ramon, CA, US
Sourjohn-Kim Retirement Solutions Employees
Becky Palmieri
Marketing Administration Coordinator & Plan Sponsor Services Associate
Becky Palmieri
Marketing Administration Coordinator & Plan Sponsor Services Associate
Sourjohn-Kim Retirement Solutions Details
Sourjohn-Kim Retirement Solutions was founded to help plan sponsors design and maintain effective retirement programs for their participants. Our Principals, Barbara Sourjohn and John C. Kim, have over 36 years of combined experienced in the financial services marketplace and are dedicated to providing comprehensive retirement plan and fiduciary advisory services to small and mid-sized employers.In addition, we serve families and help them plan for their financial wellness through each phase of their lives. Through our extensive planning process, we guide households and help them reach their financial objectives and protect the assets that they have spent their lifetimes building.We are financial stewards who help our clients navigate complex financial choices and help them make decisions to produce the desired outcomes for every plan, every household, every step of the way.Barbara Sourjohn (CA Insurance License #0806616) and John C. Kim (CA Insurance License #0E45099) Pensionmark Financial Group, LLC ("Pensionmark") is an investment adviser registered under the Investment Advisers Act of 1940. Pensionmark is affiliated through common ownership with Pensionmark Securities, LLC (member SIPC).
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