Sarah Kang (CFP®)
Sarah Kang focuses in the
following client markets or areas of practice:
- Estate & Generational Planning Issues
- ExPat and Cross Border Issues
- High Net Worth Client Needs
- Investment Advice with Ongoing Management
- Retirement Plan Investment Advice
- Women's Financial Planning Issues
- Estate & Generational Planning Issues
- ExPat and Cross Border Issues
- High Net Worth Client Needs
- Investment Advice with Ongoing Management
- Retirement Plan Investment Advice
- Women's Financial Planning Issues
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
NAPFA Start Date
May 07, 2020
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no assurance that you will experience a certain level of results or satisfaction if you
engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not
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