Fiduciaries in Orange County, CA
Partners in your stewardship journey
Together, we combine expertise with empathy to help you navigate life’s milestones, steward your resources, and create a lasting impact.
Andi Y. H. Kang, CFP®, CAP®, BFA™, CEPA
Andi is passionate about serving high-capacity donors, families, business owners, and philanthropies steward their wealth wisely. Her approach blends professional expertise with a heart for service—empowering clients to live abundantly while giving generously.
Tyler Dempster, CFP®
With a background as a chef in luxury resorts, Tyler brings precision, creativity, and care to financial planning. He specializes in guiding families through college funding while safeguarding their long-term goals.
Philip Kang
Philip’s dedication to service and attention to detail shines as he works toward CFP® certification. With a background in real estate and hospitality, he offers unique insights and exceptional client care.
David Eum
Check the background of investment professionals on FINRA’s BrokerCheck.
Certified Financial Planner Board of Standards Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design), and CFP® (with flame design) in the U.S., which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements. If you have questions about CFP Board’s trademark usage guidelines, or would like CFP Board to review business materials you are developing that feature the CFP® certification marks, please contact us at 800-487-1497 or trademark@cfpboard.org