Andi YH Kang,  CFP<sup>&reg;</sup> - Financial Advisor

Andi YH Kang, CFP®



Crown Wealth Management Inc

2900 Bristol St, Ste B-106
Costa Mesa, CA 92626
(714) 962-1800


Andi Kang is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Crown Wealth Management Inc in Costa Mesa, CA and the surrounding communities.

Financial Advisor Overview

Comprehensive financial and wealth management for families with significant assets who want to ”Live Abundantly and Give Generously.” Our company’s trademark tagline.


Financial Advisor Experience

Check the background of this investment professional on FINRA BrokerCheck

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 24, 63, 65

Designations & Certifications

  • Other - * Chartered Advisor in Philanthropy ® * Behavioral Financial Advisor®

Insurance Licenses

  • Life insurance: CA
  • Fixed annuities: CA
  • Variable annuities: CA

Broker-Dealer Affiliation

Cambridge Investment Research, Inc.

Broker-Dealer Disclaimer

Investment Advisory Services offered through Investment Advisor Representatives of Cambridge Investment Research Advisors, Inc, a Registered Investment Advisor Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer, Member FINRA/SIPC, to residents of: California Cambridge and Crown Wealth Management are not affiliated.

Financial Advisor's Specialties

Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Annuities, Banking, Charitable & Planned Giving, Asset Allocation, Business Taxes, Career Change, Corporate Finance, Estate Planning, Investment Management, Getting Divorced, Employee Benefits, Irregular Income, Mutual Funds, Real Estate, Insurance, Job Loss, Life Planning, Retirement, Stocks & Bonds, Succession Planning, Sudden Wealth, Men's Finances, Special Needs, Women's Finances


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