Broker Check

Danilo Kim

Danilo Kim, CFP®

CERTIFIED FINANCIAL PLANNER™ Professional
Direct: 714-510-9141
Office Telephone: 949-471-5810
Email: danilo.kim@sovranpartners.com

meet daniloResourcesClient PortalsAddress


Financial Resources

Year-End Planning: Preserve, Grow, and Give

Year-End Planning: Preserve, Grow, and Give

Learn More
Tuning Your Social Security Benefit

Tuning Your Social Security Benefit

Learn More
Preparing for the Expected

Preparing for the Expected

Learn More
Types of Stock Market Analysis

Types of Stock Market Analysis

Learn More

When Markets React

When markets shift, experienced investors stick to their strategy.
Learn More

Dreaming Up an Active Retirement

When you retire, how will you treat your next chapter?
Learn More

Finding the Balance

The sandwich generation faces unique challenges. For many, meeting needs is a matter of finding a balance.
Learn More


Client Logins

Our Process
Login Here
Our History
Login Here
Our Values
Login Here


Costa Mesa Office

3200 Park Center Dr., Suite 1240
Costa Mesa, CA 92626


Phone: (949)-471-5810


Mon-Fri: 9:00 AM - 5:00 PM

Our Services

Our comprehensive range of services is meticulously crafted to elevate your journey to financial independence. 

Explore Services

Our Principles

From personalized strategies to high-level knowledge, we are here to provide solutions for your prosperity.

Our Approach

Contact Us

You have the potential to unlock independence beyond your wealth. See how you can redefine what’s possible.

Schedule an Appointment