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Song C. Park
Financial Advisor
Financial Planning Specialist
CHARTERED RETIREMENT PLANS SPECIALISTSM
Guided Portfolio Manager
Financial Planning Specialist
CHARTERED RETIREMENT PLANS SPECIALISTSM
Guided Portfolio Manager
Citi, Fairfax Financial Center
11060 Lee Highway
Fairfax, VA 22030
11060 Lee Highway
Fairfax, VA 22030
tel: 703-385-0179
fax: 703-383-5272
fax: 703-383-5272
Welcome
Education and Licensing
- Bachelor of Arts, 1992
University of Massachusetts / Amherst
Amherst, MA - Communications, 1992
Springfield Technical Institute
Springfield, NJ
Associations
- Korean American Business Association
Member
Washington, DC - Korean American Community Association of Howard County
Member
Ellicott City, MD - Korean Medical Association
Advisor
Fort Lee, NJ
Services
- 529 Plans
- Asset Management
- Business Planning
- Cash Management
- Estate Planning
- Financial Planning
- Lending Services
- Philanthropic Services
- Retirement Planning
- Wealth Management
- Family Consulting
- Executive Benefit Services
- Women and Company®
- Business Succession Planning
- Professional Portfolio Management
- Education Planning
- Exchange Traded Funds
- 401k Rollovers
- Insurance Services
- Certificates of Deposit
Business Experience
- 2005 - Present: Citi Personal Wealth Management
Financial Advisor
Financial Planning Specialist
CHARTERED RETIREMENT PLANS SPECIALISTSM
Guided Portfolio Manager
Fairfax, VA - 2004 - 2005: Legg Mason
Financial Advisor
Baltimore, MD - 2002 - 2004: SK Management Consulting Inc.
Business Development Manager
Palisades Park, NJ
Bulletin Board
- Please contact us for a Complimentary Portfolio Review.
- We are very appreciative when existing clients refer friends, family and business associates for an exploratory meeting. We will do our utmost to meet your highest expectations.
- Whenever the market is up or down 100 points, the 100 Point Commentary posted under Featured Reports, will provide insight. Whenever you have questions about market activity, please contact us.
Song C. Park is licensed in the following state(s): AZ, CA, CT, DC, DE, FL, GA, IL, MA, MD, MI, NC, NH, NJ, NY, PA, VA
This information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.
This listing is intended for informational purposes only and does not constitute an offer to sell or an offer to buy any security. This site is published in the United States for U.S. residents only.
Citigroup Inc., its affiliates and its employees are not in the business of providing tax or legal advice. These materials and any tax-related statements are not intended or written to be used, and cannot be used or relied upon, by any such taxpayer for the purpose of avoiding tax penalties. Tax-related statements, if any, may have been written in connection with the "promotion or marketing" of the transaction(s) or matter(s) addressed by these materials, to the extent allowed by applicable law. Any such taxpayer should seek advice based on the taxpayer's particular circumstances from an independent tax advisor.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP (with flame logo)® in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.
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