Hosung Byun Headshot Image

Henry Hosung Byun
,

Assistant Vice President, Wealth Management Advisor

2815 Townsgate Road
Westlake Village, CA 91361
805.381.2665
Learn more about an advisor's background on
Understanding your life priorities is an important part of the relationship with you. It’s not just about markets and returns, it’s about what matters most to you.  I can collaborate to help create a personalized plan designed around you, your family, your goals and your aspirations.
Profile

WHY I DO THIS
I believe that everyone deserves to improve their financial tomorrow no matter their current state, and everyone should feel empowered to do it.

MY VALUES
I truly enjoy working with my clients because, like me, they each have something in their lives that they’re working for: their families, their communities, their employees and businesses, their legacies.

NO MAGIC BULLET, BUT…
Trying to change one’s financial future can easily be an up-hill challenge with the hurdles of procrastination, indecision, competing priorities, and not enough (or too much) information, to name a few. While there is no “magic bullet” to reach one’s financial goals, I feel that improving one’s chances begins with an open conversation.

SOME REASONS PEOPLE WORK WITH US

  • Feel understood and listened to
  • Aspire to reach short and long-term goals but require bite-size action steps today
  • Would benefit from a financial roadmap while accounting for detours
  • Prompt responses
  • Their interests held to be the priority at all times
  • Receive proactive communications
  • Need for candid answers on how to move forward
  • Favor coordination/collaboration with their tax or legal advisor
  • Want a captain or co-captain to guide their financial ship
  • Want encouragement and support on how to begin

*Certified Financial Planner Board of Standards, Inc. owns the certification marks CERTIFIED FINANCIAL PLANNER and CFP® in the U.S., which it awards to individuals who successfully complete CFP® Board’s initial and ongoing certification requirements.
About Me
Welcome

My mission, first and foremost, is to understand you and what matters most to you. Armed with that information I can ask thoughtful questions -- listening carefully, then understanding in detail where your wealth stands today and where you'd like it to be tomorrow. I help you design and implement a personalized plan intended to help you and your family pursue financial goals while helping manage investment risk. My approach is to focus on potential solutions that can help turn goals into reality.

About Merrill

Bringing fresh perspectives to your financial life

The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.

Sign Up for Perspectives Monthly E-Newsletter
Get the latest investment insights, tips and strategies to help you live your best financial life
Sign Up
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and the CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
Hosung Byun is registered to do business in AZ, CA, CT, DC, FL, GA, HI, IL, KS, MA, MD, MI, NC, NJ, NV, NY, OH, PA, SC, TX, VA, WA.