Along with health, harmonious relationships, and hope, financial well-being is the foundation of one’s happiness. Helping people have a sense of financial security based on unmatched analytics and compassion is what we do well. When we meet you for the first time, we picture you enjoying full confidence and peace in your financial matters.
We are one of 2% of the financial advisors in the US who recuse themselves from any 3rd party compensations, commissions, and fees to avoid a conflict of interest (member of NAPFA). We don't have a career background in sales. Our background is in teaching, actuarial work, accounting, and institutional investment management. Our clients pay relatively lower overall fees (product and advice fees) compared to the industry average (Learn More).
We are Fiduciary, Independent, and Fee-only financial advisors. You can expect Objectivity, Open Communication, Accountability, Discipline, and Coordination.
Sarah Kang, Certified Financial Planner (TM)
Ujae Kang, CFA, CAIA, ASA, MAAA:
Nearly 2 decades of progressive experience in actuarial, accounting, and investment management fields helping global corporations with investment & cash flow solutions. Chartered Financial Analyst and Chartered Alternative Investment Analyst
Darka Kooienga, DMA:
Performs daily activities within the operations department. Preparing standard client reports. Maintaining contact with clients to provide or obtain
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