As a Relationship Manager with Kendall Capital, Tae’s approach is to build lasting relationships with our clients and truly understand who they are on a personal level, from what they value and hold important in the present to their goals and dreams for the future. His goal is to provide innovative financial planning that educates and empowers his clients to take charge of their financial blueprint, and remains dynamic and flexible to meet all the changes that come with life.
In 2011, Tae graduated from one of the preeminent CFP® Board registered programs in the nation at Virginia Tech with a B.S. in Finance and concentration in financial planning. Since graduating until early 2019, Tae was an integral part of a practice with Ameriprise Financial that grew during his 7+ years tenure. He brings knowledge and experience to Kendall Capital, having worked extensively with clients on a one on one basis with a wide range of subjects including retirement planning, investment management, and estate planning. As part of Generation Y, Tae also offers a unique perspective to bridge personal finance to a modern society and younger generation. In 2015, Tae earned his designation as a CERTIFIED FINANCIAL PLANNER™, and is grateful to now be able to work as a fiduciary councilor and advisor.
An avid traveler, Tae is always seeking out his next adventure, whether in the U.S. or abroad. Of all the states & countries he’s been to, his favorite places include San Francisco, the United Arab Emirates, and Copenhagen, Denmark. His bucket list destination would be returning to his native South Korea for the first time since being born in Seoul. Tae was adopted and came to the U.S. when he was only a few months old, and has lived in New York, Virginia, and most recently resides in Adams Morgan in D.C. He enjoys exploring all the city has to offer, and as a self-proclaimed foodie, he is always looking for a great restaurant find. To combat all that food though, Tae also loves to stay active, whether it be working out, playing golf, or riding his bike through the city.