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Fiduciary, Independent, Fee Only Financial Advisors
FINANCIAL ADVISORS NEAR MINNEAPOLIS MN
Serving Twin Cities and Rochester, MN
Comprehensive Financial Planning:
Investment Management Strategy:
Specialized Financial Advice:
Risk Management:
Tax Optimization:
Personal Attention & Regular Communication:
Estate & Insurance & TAX PLANNING
Sarah Kang, Certified Financial Planner (TM)
Sarah is responsible for client relationships. She has passed all of the education and exam requirements for Certified Financial Planner designation. She has a Masters Degree from Indiana University Bloomington and is a Member of Financial Planning Association of MN. Her industry experiences include estate planning, tax strategy, special needs planning, and insurance strategy review.
Sarah is a concert pianist and is a frequent performer for local piano recitals or special events. She is a certified financial planner serving Saint Paul, Minneapolis, Rochester, and near Twin City areas and where otherwise legally permitted. Please Email me with inquiries.
Retirement Income & Investment Research & Analysis
Ujae Kang, CFA, CAIA, ASA, MAAA
Ujae is the portfolio manager and chief compliance officer. He has managed clients' and former employers' investment portfolios for over 15 years. He is a charter holder of Chartered Financial Analyst and Chartered Alternative Investment Analyst designations. He is also an Associate of the Society of Actuaries and a Member of American Academy of Actuaries. He holds a Bachelors of Business Administration, Accounting & Finance from Indiana University Bloomington. He holds a Master of Financial Mathematics from the University of Minnesota's School of Mathematics.
Both insurance companies and government regulators rely on actuaries to project cash flows from investments and liabilities of pension funds, insurance companies, financial institutes, and more. Ujae will bring that same knowledge and experience to your financial planning. His expertise comes from a decade of working experience advising the enterprise-level investment portfolio, cash flow, and debt portfolio of one of the latest insurance companies in the US.
Ujae's wife is Sarah, and they have four boys.
Operational And Client Service Associate
Darka Kooienga, DMA
Dr. Kooienga serves as a project manager for front and back operations and plays a large part in the wealth management practices of the firm.
Dr. Kooienga graduated Summa Cum Laude from Mississippi College. Her scholastic honors also include Who’s Who among American Colleges and Universities and B.G. Walden Memorial Scholarship. During her undergraduate studies, she was the winner at Mississippi Music Teachers Association and Mississippi Federated Music Club competitions, as well as a prizewinner at Mississippi Guitar Festival competition. She holds an MM from Southern Methodist University and a DMA from University of Minnesota.
As an acclaimed classical guitarist, she continues to perform actively around the country with her sister who is also an accomplished guitarist. She lives in Saint Paul with her husband, Dan.
Our Support Teams and Partners
Investment Portfolio Operations & Support
Complex & Unique Financial Planning Support
Complex & Unique Financial Planning Support
Charles Schwab & Co. Dedicated Service Team: UAK Diversified LLC has selected Charles Schwab & Co., Inc. as primary custodian for our clients’ accounts.
Charles Schwab & Co, Inc. (“Schwab”) has more than 20 years of experience serving independent advisors. Schwab was a pioneer in the business of exclusively serving independent, fee-based investment advisors and their clients.
Complex & Unique Financial Planning Support
Complex & Unique Financial Planning Support
Complex & Unique Financial Planning Support
MoneyGuidePro: MoneyGuidePro provides support to UAK Diversified in developing advanced financial planning. It is staffed with experienced Certified Financial Planners and other professionals to help us provide a team approach in financial planning and reviews.
Firm Compliance and Regulation
Tax strategy and Return Services
Tax strategy and Return Services
A 3rd party unaffiliated compliance firm: A national 3rd party RIA compliance vendor (RIA stands for Registered Investment Advisor) helps UAK Diversified with best practices in compliance. It provides state and Securities and Exchange Commission (SEC) registration services as well as compliance solutions that enable RIAs to operate in good standing.
Tax strategy and Return Services
Tax strategy and Return Services
Tax strategy and Return Services
Lethert, Skwira, Schultz & Co. LLP — Certified Public Accountants & Business Consultants in St. Paul, Minnesota. We've Been Helping Business Conduct Business Since 1918.
Our Firm's Professional Designations & Affiliations
