Ascended Financial Group  ·  Los Angeles, CA

Wealth Strategies
Built for Those Who
Think in Generations.

Bespoke life insurance, private equity, and life settlement solutions for high-net-worth individuals, institutions, nonprofits, and credit unions. Over a quarter century pioneering the advanced strategies that most advisors simply don't know exist.

Alice Kim
Alice Kim
CEO  ·  Wealth Manager  ·  MDRT
25+
Years Experience
$250M+
Deals Brokered
MDRT
Recognized Speaker
Global
Conference Speaker
Discover

Elevating Wealth.    Honoring Legacy.

01 — Our Founder

A Trusted Authority on
Advanced Wealth Strategy

Alice Kim, CEO Ascended Financial Group
MDRT Member
Million Dollar Round Table
Recognized Speaker

Alice Kim is the CEO and Founder of Ascended Financial Group, LLC — a boutique wealth strategy firm headquartered in Los Angeles, specializing in sophisticated solutions for ultra-high-net-worth individuals, institutions, nonprofits, family offices, and credit unions.

Since 1998, Alice has led the field with innovative approaches that most financial advisors simply don't offer. Her expertise spans premium financing, captive insurance, executive benefits, life settlements, and private equity — strategies engineered to protect, grow, and transfer wealth across generations.

A graduate of the University of the Pacific, Alice began her career advising government employees at the nation's largest school district before building one of California's most respected independent wealth practices. Her firm has brokered deals exceeding $250 million, and her clients include Hollywood celebrities, professional athletes, and some of the largest CFOs in the country.

Recognized by the Million Dollar Round Table™ as an authority on tax-efficient wealth management, Alice has been invited to speak at conferences around the globe. She also provides pro bono financial guidance for domestic violence survivors and is a lifelong champion of financial literacy.

1998
In Practice Since
$250M+
Deals Brokered
Global
Conference Speaker
MDRT
Recognized Authority

02 — What We Do

Strategies Engineered for
Exceptional Complexity

Advanced Life Insurance

Institutional-grade life insurance solutions engineered to protect, grow, and efficiently transfer significant wealth — far beyond what traditional advisors offer.

  • Premium Financing
  • Indexed Universal Life (IUL)
  • Captive Insurance
  • Executive Benefits & Key Man
  • Estate Planning Structures
  • Whole Life & Survivorship

Private Equity & Life Settlements

Access to institutional-quality alternative investments, including life settlement funds — a non-correlated asset class delivering compelling risk-adjusted returns.

  • Life Settlement Investments
  • Private Equity Fund Access
  • Alternative Asset Strategies
  • Non-Correlated Returns
  • Portfolio Diversification
  • Accredited & Qualified Investors

Institutional & Credit Union Solutions

Specialized capital strategies for institutions that think in systems. Tailored for credit unions, nonprofits, foundations, and family offices.

  • Credit Union Strategies
  • BOLI / COLI Programs
  • Nonprofit Endowment Planning
  • Foundation Wealth Management
  • Institutional Life Settlements
  • Long-Term Obligation Planning

03 — Who We Serve

Built for Those Whose
Needs Are Beyond Ordinary

Ultra High
Net Worth
Credit
Unions
Nonprofits &
Foundations
Institutions &
Endowments
Family
Offices
Corporate
Executives & CEOs
Also proudly serving: Hollywood celebrities, professional athletes, accredited and qualified investors, government entities, and domestic violence survivors through our pro bono financial literacy program.

"Alice specializes in Ultra High Net Worth clients whose typical financial needs are not understood by ordinary financial advisors. Her decades of experience have made her the authority on advanced wealth strategies — and her revolutionary techniques continue to redefine what's possible."

Million Dollar Round Table™  ·  Speaking Recognition

04 — Proprietary Access

Strategies Reserved for
The Few, Not the Many

Proprietary Platform
Exclusive Capital Strategies
Reserved for qualified institutions and ultra-high-net-worth clients.

Ascended Financial Group provides access to proprietary capital strategies unavailable through traditional financial channels. These institutional-grade frameworks integrate protection, liquidity, and legacy as a single coordinated system — addressing inefficiencies that conventional advisors are simply not equipped to solve.

Inquire About Access →
Proprietary Platform
Institutional Alternative Investments
Non-correlated returns typically reserved for the world's largest family offices.

Through our curated network of proprietary institutional platforms, our clients gain exclusive access to alternative investment strategies — including life settlement funds and private equity vehicles — delivering compelling risk-adjusted returns unavailable through traditional wealth management.

Inquire About Access →

"Our clients benefit from exclusive access to proprietary institutional strategies typically reserved for the world's largest family offices and financial institutions — accessible only through Ascended Financial Group."

05 — Our Approach

How We Work Together

I
Discovery

We begin with a deep conversation — understanding your full financial picture, goals, obligations, and vision for legacy. No forms. No pressure. Just perspective.

II
Strategy Design

We engineer a coordinated strategy — not a product recommendation. Every structure is designed to optimize protection, liquidity, and growth as one unified system.

III
Implementation

We execute with precision, leveraging our institutional partner platforms and decades of carrier relationships to deliver exceptional structures and terms.

IV
Ongoing Partnership

We remain a trusted long-term advisor — monitoring, adjusting, and evolving your strategy as your life, business, and legacy continue to grow.

06 — Begin a Conversation

Your Legacy Deserves
a Dedicated Conversation

We work with a select group of clients whose financial complexity requires more than conventional planning. If you're ready to explore what's possible at the intersection of protection, growth, and legacy — we'd be honored to connect.

MDRT Member
Million Dollar Round Table
Premier Association of Financial Professionals