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

Andi YH Kang, CFP®

CAP®, BFA®

President

Crown Wealth Management Inc

2900 Bristol St, Ste B-106
Costa Mesa, CA 92626
FINANCIAL ADVISOR'S WEBSITE
(714) 962-1800

General

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.

More

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

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Other - * Chartered Advisor in Philanthropy ® * Behavioral Financial Advisor®

Insurance Licenses

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

Broker-Dealer Affiliation

Securities America, Inc.

Broker-Dealer Disclaimer

Securities offered through Securities America, Inc., a Registered Broker/Dealer, Member FINRA/SIPC. Advisory services offered through Securities America Advisors, Inc. Crown Wealth Management and the Securities America companies are separate entities. Andi Y. H. Kang, CA Insurance Lic.# 0822454. www.finra.org www.sipc.org

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

More

Helpful Financial Planning Resources