Jennifer Kang (CFP®)

Jennifer Kang focuses in the
following client markets or areas of practice:

  • Cash Flow/Budgets/Credit Issues
  • Fixed Fee (Subscription, Retainer, etc.)
  • Millennials
  • Tax Planning
  • Women's Financial Planning Issues

Planning Specialties

Jennifer specializes in helping first generation wealth builders. While first trying to understand her clients ultimate goals, the initial process is spending quite a bit of time gathering as much information as possible. She then asks questions beyond money but her clients dreams and wishes, ultimately hoping to help them achieve those goals.

Additional Information

Jennifer W. Kang, CFP® brings more than 15 years of experience in Wealth Management at Merrill Lynch and HSBC. She has practiced in Honolulu, Los Angeles and New York City. Her desire is to deliver financial literacy and raise the bar on financial advice by lowering fees and having no asset minimums. Jennifer's passion for the financial services industry was born when she was introduced to the Certified Financial Planning program in college. She was drawn to the idea of helping people, ideally in a profession that didn’t involve the sight of blood. This led her to embark on a journey with Merrill Lynch and over the span of 15 years, she worked her way up to the Financial Planner she is today.

NAPFA Start Date

July 05, 2022


This Office

Call for an Appointment New York, NY 11101 Phone: (516) 900-3488