Our Team
Andi Y. H. Kang, CFP®, CAP®, BFA™
Founder and President
Andi 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.
Tyler Dempster, CFP®
Financial Advisor
After a successful career as a chef in multiple luxury resorts and restaurants in California, Tyler turned his time, energy, and skills into a specialization in helping families with college-bound students navigate the challenging path of college funding. He has a passion for assisting families to strategically pay for college without taking out prohibitive student loans or sacrificing the parents' plans for retirement. Tyler is a CFP® and a member of the Financial Planning Association of Orange County. He enjoys reading nerdy books, cooking meals for his family, and exploring the mountains of the Western United States.
Phil Kang
Financial Intern
Philip Kang is a new addition to the office. He is currently studying for the Series 7 Exam and working towards getting his CFP certification. He is also a Real estate agent operating out of Tustin, California, and is a member of the California Association of Realtors as well as the National Association of Realtors.
Philip can provide unique insights into all of the area's benefits, from the top notch schools to the amazing food. (If you're feeling adventurous, ask him about Orange County's best Korean restaurants.) A former Restaurant and Bar manager, Philip's attention to detail and customer service skills have been honed through years of practice. When he has free time, Philip enjoys playing guitar and testing the limits of how far he can ride his trusty bike.