Daniel Chmielewski

Financial Planning Associate at Sourjohn-Kim Retirement Solutions - San Ramon, CA, US

Daniel Chmielewski's Colleagues at Sourjohn-Kim Retirement Solutions
Becky Palmieri

Marketing Administration Coordinator & Plan Sponsor Services Associate

Contact Becky Palmieri

John Kim

Managing Partner | Financial Planner

Contact John Kim

Barbara Sourjohn

Managing Partner | Retirement Consultant

Contact Barbara Sourjohn

Becky Palmieri

Marketing Administration Coordinator & Plan Sponsor Services Associate

Contact Becky Palmieri

Daniel Chmielewski's Contact Details
HQ
888-845-4015
Location
San Francisco,California,United States
Company
Sourjohn-Kim Retirement Solutions
Daniel Chmielewski's Company Details
Sourjohn-Kim Retirement Solutions logo, Sourjohn-Kim Retirement Solutions contact details

Sourjohn-Kim Retirement Solutions

San Ramon, CA, US • 5 - 9 Employees
Financial Services

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).

401(k) and 403(b) Defined Contribution and Defined Benefit Plans Fiduciary Consulting Wealth Management Financial Planning Retirement Planning Executive Benefits ERISA Governance Asset Management Investment Analysis and Management Fiduciary Education
Details about Sourjohn-Kim Retirement Solutions
Frequently Asked Questions about Daniel Chmielewski
Daniel Chmielewski currently works for Sourjohn-Kim Retirement Solutions, LLC.
Daniel Chmielewski's role at Sourjohn-Kim Retirement Solutions, LLC is Financial Planning Associate.
Daniel Chmielewski's email address is ***@sourjohnkim.com. To view Daniel Chmielewski's full email address, please signup to ConnectPlex.
Daniel Chmielewski works in the Financial Services industry.
Daniel Chmielewski's colleagues at Sourjohn-Kim Retirement Solutions are Becky Palmieri, John Kim, Barbara Sourjohn, Becky Palmieri and others.
Daniel Chmielewski's phone number is 888-845-4015
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