Sarah Kang (CFP)

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

  • Estate & Generational Planning Issues
  • High Net Worth Client Needs
  • Investment Advice with Ongoing Management
  • Professional Athletes or Entertainers
  • Retirement Plan Investment Advice
  • Special Needs Planning

Planning Specialties

HOW CAN WE HELP YOU?


We help clients with Retirement Income Planning needs -We coordinate investment strategies with social security, life style expenses, healthcare needs, and other income sources. 

We help clients who have Wealth Accumulation needs - You will grow to appreciate our institutional quality investment management by the experienced hands as well as personal attention to you during market turmoil.

We help clients who are Business Owners - We help business owners' with their risk management needs and unique wealth transfer needs.

We help clients who have Special Needs Family Members - You will have confidence and peace of mind that your special needs family members are taken care of through judicious use of legal tools and thoughtful estate planning. Your loved one will receive our unmatched fiduciary trustee service.

Additional Information

UAK Diversified Wealth Management

NAPFA Start Date

May 07, 2020

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This Office

1907 Jefferson Ave Saint Paul, MN 55105-1663 Phone: (763) 355-2337