Sarah Kang, CFP^®

Lead Financial Advisor

UAK Diversified Wealth Advisors

601 Carlson Parkway Carlson Center, Suite 1050
Minnetonka, MN 55305

+ 2 More Locations

UAK Diversified Wealth Advisors

Collider Foundation, 221 1st Ave SW STE STE #610
Rochester, MN 55902

UAK Diversified Wealth Advisors

University Club, 420 Summit Ave
Saint Paul, MN 55105

FINANCIAL ADVISOR'S WEBSITE

https://uakdiversified.com/

(763) 355-2337

+1 More Number

763-355-2337

CONNECT WITH Sarah

Compensation

COMPENSATION METHODS

Fee Only

COMPENSATION CONSIDERATIONS

Fee Only Planning and Investment Management

Minimums

HOUSEHOLD INCOME MINIMUM

No Minimum

Investable Asset Minimum

$250,000

My Links

https://uakdiversified.com

General

Sarah Kang is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at UAK Diversified Wealth Advisors in Minnetonka, 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.

Financial Advisor Experience

Sarah is responsible for client relationships. She has passed all the education and exam requirements for the Certified Financial Planner designation. Sarah has a Master's Degree from Indiana University Bloomington and is a Member of the Financial Planning Association of MN. She and her team's industry experiences include international wealth strategies, executive (RSU, Stock Options), inherited wealth, estate planning, and tax strategy. In addition, Sarah is a concert pianist whose favorite composers are Bach, Rachmaninoff, and Debussy. When you work with us, you can expect Objectivity, Open Communication, Accountability, Discipline, and Coordination. Check us out!

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, Charitable & Planned Giving, Asset Allocation, 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, Women's Finances