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Andi Kang loves being a wealth manager. She specializes in working with a select group of business owners, senior executives and special-needs families to help them make informed decisions about their wealth. Andi is a CERTIFIED FINANCIAL PLANNER™ professional and a registered representative, registered principal and branch manager for Securities America, Inc., a national broker-dealer. She held several board positions with the FPA’s Orange County Chapter (FPAOCC), including chair of Education, Public Relations and Community Service/Pro Bono. She is past chair of FPA's Pro Bono Forum/Committee and current Director Emeritus of FPA's Pro Bono Committee. In 2007, Andi received the Power Packed Philanthropist Award from the Orange County Community Foundation for leadership positions held in FPAOCC and for her philanthropic work. 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. Focused, energetic and determined, Andi ran her first marathon at age 50. She has completed eight full marathons and counting, including the Boston Marathon twice. |
Andi Kang, CFP®
Founder and President • FINRA Series 6, 7, 24, 63
and 65 licenses • CA Insurance License # 0822454 (Life, Health, Disability, Variable Contracts, Fire and Casualty) • CA Licensed Real Estate Broker |
