OnGen Wealth Group

Description

About Us About Us The Why? We understand the stress of navigating the ever-changing financial complexities in our lives. We value the ability to bring clarity and guidance to people as we walk with them on their journey through life. The How? We take a holistic approach to understand client’s financial ecosystem. The What? We provide an actionable financial plan that is designed to fit in client’s life system Meet The Team Keith Kim, CFP®, ChFC®, CEPA Founder & Financial Planner keithkim@financialguide.com Mike Woods, CFP®, CDFA Managing Partner & Director of Planning Strategies mikewoods@financialguide.com Brett Richards, CFA, MBA Director of Wealth Management Bill Frechtman, ChSNC® Financi

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