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Andi YH Kang, CFP®

Crown Wealth Management Inc

2900 Bristol St
Ste B-106
Costa Mesa, CA 92626
Phone: (714) 962-1800
Fax: (714) 962-1812

Toll-free: (800) 747-6111

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Household Income Minimum: $0
Investable Asset Minimum: $250,000

Specialties
  • Comprehensive Financial Planning
  • 401(k)/403(b)/IRAs
  • Charitable & Planned Giving
  • Annuities
  • Asset Allocation
  • Investment Management
  • Employee Benefits
  • Mutual Funds
  • Insurance
  • Job Loss
  • Retirement
  • Sudden Wealth
  • Special Needs
  • Women's Finances

 

How Planner Charges

I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.