Financial guidance for whatever comes next.
Torrance Community Credit Union members can meet with Financial Advisor Jimmy Suh for a complimentary conversation about retirement, investments, insurance, college planning, and other financial goals.
Jimmy J. Suh
Jimmy is a Registered Financial Advisor with more than 33 years of experience helping individuals, families, and business owners plan for their financial goals.
He brings experience from major financial institutions to TCCU members in a more personal setting. Start with a no-cost, no-obligation conversation about where you are today and what you want your money to do next.
Planning support for your financial goals.
Every plan starts with a conversation about where you are today. There is no minimum balance required for an initial financial analysis.
Retirement Planning
Build a realistic income and savings plan for retirement, whether it is decades away or getting close.
Estate Planning
Review accounts, beneficiaries, and planning considerations that help support your wishes.
College Savings
Explore 529 and other education-saving strategies for children or grandchildren.
Mutual Funds & ETFs
Review how your investments are allocated and whether they still fit your goals and risk tolerance.
Annuities
Learn about income options that may help support a retirement strategy.
Insurance Planning
Review life, disability, and long-term care coverage as part of your broader financial plan.
Own a small business?
Jimmy can also help business owners review retirement-plan options, from individual plans to employer-sponsored programs.
Money questions often show up when life changes.
A financial conversation can be especially useful around milestones like these.
2026–2027 Seminar Series
Free educational seminars for TCCU members on the financial topics members ask about most.
Tax Planning Before the End of the Year
- Strategies to consider before year-end
- Taxable, tax-free, and tax-deferred accounts explained
- Planning ahead for next year
2026 Recap & 2027 Outlook
- A look back at markets and the economy
- What may matter for the year ahead
- How changing conditions can affect a financial plan
Pot of Gold - How to Build Your Wealth
- Steps to build your wealth
- What is an ETF, annuity and mutual fund
- 10 principals to build wealth
How to Avoid Taxes/Annuities/Tax Reinvestments
- How to increase your returns and make them tax free
- Basics of the US income tax system
- Developing a tax strategy
529s
- College Tuition and the cost of college today
- How to save for college
- How financial aid works
Frequently Asked Questions
Do I need a large investment balance to meet with Jimmy?
No. TCCU members can start with a complimentary financial analysis, whether you are getting started or looking for a second opinion.
Can we meet virtually?
Yes. Meetings can be held by phone, virtually, or in person, depending on your preference and availability.
What should I bring to the first meeting?
Bring whatever information is relevant to the questions you want to discuss. Jimmy can let you know in advance if any specific statements or documents would be helpful.