Wendy Kim
Manager, Operations

Wendy is the Operations Manager for Beacon Pointe’s Northern California office with over 23 years of experience in the financial services industry.  Her experience expands from operations, client service, research, billing, training, onboarding, implementation, and technology.  She is in responsible for managing the office’s day-to-day operations, creating policies and procedures, supervising Associate Wealth Advisors and Client Service Associates, and collaborating with the Senior Wealth Advisors to create an exceptional client experience. In her spare time, she enjoys cooking, crafts, painting, reading, and spending time with her family.

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