Retirement Planning Specialist & Wealth Management Writer
Boston, MA · 18 years of experience
Robert Kim holds both the CFA® and CFP® designations and brings 18 years of experience in retirement planning and wealth management. He spent 15 years as a senior financial advisor at a Boston-based registered investment advisory firm, where he specialized in retirement income planning for clients within 10 years of their target retirement date.
Robert is one of the most experienced retirement planning writers in the MintEdge contributor network. His work is grounded in the academic research underlying retirement income strategies — including the original Trinity Study that gave rise to the 4% rule — and he is meticulous about presenting the nuances and limitations of these frameworks alongside their practical applications.
He has been published in the Journal of Financial Planning, Retirement Management Journal, and AARP's financial education content. Robert holds a B.S. in Finance from Boston University and is a member of the American College of Financial Services.
The 4% rule provides a practical framework for determining how much you need to save for retirement, with a high probability of not running out of money over a 30-year retirement.
Read article → ← Browse all finance guidesCFA® Charterholder
CFA Institute · 2008
CERTIFIED FINANCIAL PLANNER™ (CFP®)
CFP Board · 2010
B.S. Finance
Boston University
CFA® Charter
CFA Institute
CFP® Certification
CFP Board
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