SERVING CLIENTS IS OUR PASSION

The concept that our success depends entirely on our clients’ success is in our DNA. We view our client’s interests as our own and therefore work as advocates ensuring that every decision measures up to the highest of expectations. When we represent our clients, our actions are all focused towards the achievement of goals. We want, as our clients want, every financial decision to result in the best possible outcome.

THE ARGOSY TEAM

Check out the backgrounds of these investment professionals on FINRA’s BrokerCheck.

  • Michael Karon –  CFP®, AIF®, MBA
    Michael Karon – CFP®, AIF®, MBA
    Investment Advisor Representative
Michael Karon – CFP®, AIF®, MBA
Investment Advisor Representative

Michael is a co-founder of Argosy Wealth Management.

Growing up in a highly educated, but financially unsophisticated family, Michael experienced firsthand how the lack of access to high quality tools, advice and information made achieving and maintaining financial independence very difficult.  As a graduate student during the waning years of the Reagan administration and in the years following, he set about learning as much as possible about the theory and practice of financial decision making, all with the long term goal of creating a better way to level the playing field.

His entire career has been focused on sound decision-making as the key to success. It is through this focus that Michael has been able to pursue for his clients results tied directly to their specific needs and goals. He focuses on customized financial planning first in order to gain the knowledge to help clients make the best decisions about investments and proper portfolio management. Michael and the team at Argosy Wealth Management are tireless advocates for their clients never losing sight of goals, risk tolerance and investment return target objectives.

Michael sits on the Argosy Investment Committee that conducts daily research and evaluation of investments in order to maintain client portfolio objectives. He also coaches the operations team on strategies for providing consistent and outstanding client service, and along with Alex Kimura, provides strategic direction for the company.

Prior to Argosy Wealth Management, Michael spent more than 20 years as a manager and executive at both large and small technology companies from start-ups to public companies.

Industry Certifications and Registrations:

  • CFP® Certified Financial Planner
  • AIF® Accredited Investment Fiduciary
  • Series 7, 66

Education:

  • BA in Chinese, UCLA
  • MBA in Finance, UCLA Anderson School of Management

On a Personal Note:

Michael and his family are passionate about community service. He has devoted more than 40 years as a volunteer with American Youth Soccer Organization (AYSO) and serves as the Commissioner for over 2000 players and their families helping to make sure all kids have a positive and encouraging youth sports experience.  He also mentors UCLA students.

He has been married for over 30 years, his wife works at UCLA where they met as college freshmen, and they have 2 children. Michael’s wife volunteers on-campus to bring arts programs to economically disadvantaged kids and to help select the next generation of UCLA students. Their daughter is a graduate of UC Santa Cruz, lives in Washington D.C. and works on keeping inner city kids in school. Their son is a graduate student in public health at UNC Chapel Hill and founded a student organization to promote gender equality.

Michael is a serious student of literary fiction and on an on-going mission to discover perfect wine and food pairings. He resides in Los Angeles.

Contact Michael by phone at 424-212-4952 or by email at mkaron@argosywm.com

  • Alex M. Kimura – CFP®, AIF®, MBA
    Alex M. Kimura – CFP®, AIF®, MBA
    Investment Advisor Representative
Alex M. Kimura – CFP®, AIF®, MBA
Investment Advisor Representative

Alex is a co-founder of Argosy Wealth Management. Because Alex believes everyone has only this one life, he is dedicated to helping clients understand their financial options so that they can have the best life possible. For more than 20 years, Alex has been committed to helping clients make informed decisions about the complex financial world.

After working on Wall Street and in large corporations for many years, Alex was accepted to a PhD program at a top business school, with a full scholarship. Clearly this was a critical decision point in his life. Should he pursue an academic career or start serving the world with the skills he had developed? As he struggled with this question he was invited to a Zen monastery near the Japan Alps. He shared his dilemma with the Zen master, and was told to follow his heart. In his mid 30’s, he hadn’t spent much time doing that, and he wasn’t sure what it meant or how to start. The Zen master offered to teach him, and so Alex stayed at the monastery for several months and lived as a lay monk. During those months, Alex learned what it meant to follow his heart, and found that his true calling was to be an advisor to others. Even though he was the newest person at the monastery, he found many of the monks would seek him out for advice.

When he left the monastery, Alex turned down the scholarship and started a financial planning practice where he could be an advisor and share the skills he had developed on Wall Street. Because he listened to his heart, Alex sincerely loves what he does. His commitment and dedication stem from that sincerity. Alex sees himself as a partner in clarifying the complex financial options so the implications are clear.  He focuses on comprehensive planning and education before critical decisions are made and investment strategy is designed.

Alex sits on the Argosy Investment Committee and is committed to daily research of investments and alternatives for clients in an effort to meet goals, risk tolerance and investment return target objectives. He also works with the team on client services and operations management, and along with Michael Karon, provides strategic direction for the company.

Previously, Alex worked on Wall Street for Morgan Stanley & Co. in New York City.

Alex is committed to serving the financial services industry. He sat on the Board of the Los Angeles International Association of Financial Planners (now the FPA), was part of a team that designed test questions with ETS in Princeton, NJ for the CFP Board of Examiners, and taught the Pension and Retirement Benefits course to aspiring CFP’s at UCLA. He also contributed to a book on financial planning for physicians, Financial Planning for Physicians and Healthcare Professionals, edited by David Marcinko.

Industry Certifications and Registrations:

  • CFP® Certified Financial Planner
  • AIF® Accredited Investment Fiduciary
  • Series 7, 66

Education:

  • AB, Harvard University (Cum Laude)
  • MBA, UCLA Anderson School of Management

On a Personal Note:
Alex has been married for over 25 years. His wife works at Yahoo! and loves her work. Together they have twins, a boy and girl. They devote most weekends going to see their kids play tennis, water polo and basketball. Occasionally, they find time to go camping with the family and everyone has a great time. Every two or three years, the family likes to take an adventure trip.  Recently, for their 25th wedding anniversary, Alex and his wife took the family to Alaska.

Alex has a black belt in judo and once was the California state champion. He is also an Eagle Scout. Alex enjoys bike riding and camping and resides in Beverly Hills, CA.
Contact Alex by phone at 424-212-4951 or by email at akimura@argosywm.com

  • Christina Hung
    Christina Hung
    Registered Representative
Christina Hung
Registered Representative

Before Christina even took her first step, Christina’s Taiwanese tiger mom had already mapped out Christina’s life, of course. Christina was going to (and she did) study hard, become a concert pianist, go to a good college, get a degree in engineering, and land a good and stable job. It wasn’t until Christina was studying for her M.B.A at the UCLA Anderson School of Management that she dared to explore life on her own, apart from her mom’s life plan for her. Christina soon discovered an interest in the financial markets, specifically in advising individuals and families around their personal wealth.

Today Christina is a Client Relationship Manager with Argosy Wealth Management. She is passionate about client service and most enjoys advising clients and helping them achieve their financial objectives. Previously, Christina worked for Goldman Sachs, & Co. as a Private Wealth Advisor in Los Angeles.

Christina has a Bachelor in Science degree in Computer Science from UCLA and an M.B.A. in Finance from the UCLA Anderson School of Management. She holds the Series 7 Securities Registrations. Christina also speaks Mandarin Chinese and some Spanish.

Christina is committed to serving the local community. She has been a Board Director of the Friends of Greystone, helping raise funds to restore the historic Doheny Greystone Estate in Beverly Hills. She is also on the Board of Directors for the Asian Business Association, Los Angeles, an organization that provides resources for small businesses and encourages networking through Asian American professionals in the greater Los Angeles area.

Christina is recently married and resides in Los Angeles with her husband. She spends her free time trying to be a better home cook, hiking, and running outdoors. When she and her husband are not eating a home-cooked meal, you’ll most likely find them at a sushi restaurant or in the Taco Bell drive-thru.

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