Andi Kang, CFP®, CAP®, BFA®
Founder and President
Andi Kang loves being a wealth manager. She specializes in working with business owners, philanthropies and special-needs families make informed decisions about their wealth. She is passionate about being a trusted advisor to her clients who have been blessed with significant financial capacity to help them live abundantly and give generously, our company tagline. It is her heart’s desire to walk alongside them while they work to discover the true meaning of wealth while they are sharing the fruits of their abundance with family, their neighbors and the community at large.
Andi is dedicated to professional growth and lifelong learning. She graduated Magna Cum Laude from the University of Cincinnati where she was given a full scholarship to attend their graduate school of business and fellowship for the Department of Education Advising.
Andi is a CERTIFIED FINANCIAL PLANNER™ professional and a registered representative, registered principal and producing group leader for Securities America, Inc., a national broker-dealer. She held several board positions with the FPA’s Orange County Chapter (FPAOCC), including Board Chair and President. She was an ambassador for the FPA and past Chair of the Pro Bono Forum and Committee. Andi’s by-lined articles and interview comments have appeared in various periodicals, including Money Magazine, The Orange County Register, Accounting Today and The Wall Street Journal. She was nominated by the Orange County Community Foundation as a Power-Pack Philanthropist citing her “philanthropic efforts have led to a significant and positive impact to our community.”
Focused, energetic and determined, Andi ran her first marathon at age 50. She has completed over 30 full and half marathons and counting, including the Boston Marathon twice.
Check the background of this investment professional on FINRA’s BrokerCheck