Sun Mi “Anne” Shim, AEP®, CFP®, EA
Anne Shim serves as Vice President and Financial Planning Advisor for Mason & Associates, Inc. She joined the firm in 2002 and has over 20 years of financial services experience. Anne handles financial planning matters for new and existing clients of the firm. She works closely with clients’ tax professionals and estate planning attorneys regarding tax and/or estate planning issues.
Anne has earned the designations of Certified Financial Planner (CFP®) and is an active member of the Financial Planning Association (FPA). Anne is also an Accredited Estate Planner (AEP®) and a member of National Association of Estate Planners and Councils where its mission is to promote the multidisciplinary approach to estate planning by supporting local estate planning councils and their members and by encouraging the formation of new councils. She has passed Certified Public Accountant (CPA) exams and is a member of American Institute of Certified Public Accountants (AICPA). Anne also holds the IRS Enrolled Agent designation. Enrolled agent status is the highest credential the IRS awards. Enrolled agents, like attorneys and certified public accountants (CPAs), have unlimited practice rights. This means they are unrestricted as to which taxpayers they can represent, what types of tax matters they can handle, and which IRS offices they can represent clients before.
Anne is also a licensed California insurance agent, and can offer life, health, variable and long-term care insurance policies.
Anne earned a Bachelor of Science in Business/Accounting from the University of Phoenix and graduated with Honors. Anne emigrated from South Korea and is also fluent in Korean. Anne and her husband have two daughters. Anne enjoys spending time with her children, cooking, traveling, and watching football and basketball games.