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Kevin Han

President Message

Hello and welcome to the Foundation for Fiduciary Education. I’m excited to have you here! As an IRS approved, 501(c)(3) NonProfit Organization, our mission is to educate and empower families through comprehensive fiduciary financial education. We are pleased to provide you with financial education and resources you can trust . Taught exclusively by Certified Financial Fiduciaries®. If you have any questions at all, please do not hesitate to contact me. I look forward to helping you in any way I can.

Bio

Kevin was born and raised in S. Korea, but has been a Southern California native since 1988.  Watching his parents work hard to provide a better life for him and his sister, Kevin understands the value of hard work, and also what it means to protect what you’ve worked hard for.  This means that he doubly understands the importance of protecting his clients’ assets, but also setting up a retirement plan that will sustain the lifestyle that they’ve been dreaming about. This is why as a financial planner and advisor for The Corban Group, Kevin is always thinking ahead for the firm’s clients (and how they can live their best life!). Whether they’re wondering if they can retire comfortably or they’re at the start of their career looking for that perfect roadmap, he digs deep to deliver a thoroughly thought-out, complete financial plan — one that’s focused on sustainable, long-term growth. Kevin gets to know each client on a personal level to help advise and guide them to feel confident about reaching their goals. Using keen analytical skill and expertise with retirement plans, investments, estate plans, taxes, insurance options, cashflow & debt management, he implements tangible steps to help clients preserve their hard-earned assets and avoid pitfalls that may have not been considered. And when he’s not busy doing that, you’ll find him enjoying life with his wife and two gremlins daughters, looking for new delicious restaurants to try, volunteering at church, or at the local car meet.

Professional Experiences

Languages

Korean

Groups / Clubs

Area of Expertise

Investment Management,

Retirement Income Planning,

Financial Planning,

Estate Planning,

Tax Planning,

Insurance Planning,

Professional Licenses

Series 7,

Series 66,

CFP® - Certified Financial Planner™,

Certified Financial Fiduciary®,

Certifications

Certified Financial Fiduciary ®

CFP® - Certified Financial Planner™,

Education

Personal Financial Planning - Post Graduate

Instructor Events

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The Foundation Fiduciary Education (FFE) is one of the fastest growing non-profit financial wellness programs in the country!

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5 Receive real time notifications about upcoming classes being taught in your area
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