Our Team

 
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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.

Read Andi’s Story

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Robert Wallace, CFP®
Financial Advisor

Robert thrives on helping people improve their quality of life. It brings him great satisfaction to help ease the stress families often feel about money. By helping clients identify their financial goals and lay out a plan for pursuing them, Robert strives to empower people to focus on who and what really matter in their lives. He is an active member of the Financial Planning Association of Orange County, currently serving as the Community Outreach / Pro-Bono Committee Chair. Robert enjoys sportscars, hot rods, motorcycles and auto racing. He and his wife, Blanca, met through their shared love of backpacking in the High Sierras.

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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.