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

Sarah Kang, CFP®

Client Relationship Manager

UAK Diversified Wealth Management

1907 Jefferson Ave
Saint Paul, MN 55105
FINANCIAL ADVISOR'S WEBSITE
(763) 355-2337 CONNECT WITH Sarah
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General

Sarah Kang is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at UAK Diversified Wealth Management in Saint Paul, MN and the surrounding communities.

Financial Advisor Overview

We help clients with Retirement Income Planning needs We coordinate investment strategies with social security, life style expenses, healthcare needs, and other income sources. We help clients who have Wealth Accumulation needs You will grow to appreciate our institutional quality investment management by the experienced hands as well as personal attention to you during market turmoil. We help clients who are Business Owners We help business owners' with their risk management needs and unique wealth transfer needs. We help clients who have Special Needs Family Members You will have confidence and peace of mind that your special needs family members are taken care of through judicious use of legal tools and thoughtful estate planning. Your loved one will receive our unmatched fiduciary trustee service.

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Financial Advisor Experience

Sarah is responsible for client relationships. She has passed all of the education and exam requirements of Certified Financial Planner designation. She has a Masters Degree from Indiana University Bloomington and is a Member of Financial Planning Association of MN. She has helped investment operations for the last 11 years. Experiences include updating brokerage forms, executing trades, reviewing tax forms, Reviewing clients' financial statements and plans, Reviewing insurance product choices, and Explaining investment products. Sarah is a concert pianist and is a frequent performer for Thursday Musical and other local recitals.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)

Broker-Dealer Disclaimer

We are an independent Registered Investment Advisor.

Financial Advisor's Specialties

Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Annuities, Charitable & Planned Giving, Cross-border Planning, Career Change, Corporate Finance, Estate Planning, Investment Management, Employee Benefits, Getting Divorced, Job Loss, Retirement, Stocks & Bonds, Succession Planning, Long-term Care, Sudden Wealth, Special Needs, Personal Taxes

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Helpful Financial Planning Resources