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Pai-Su Kang, CFP®, CEBS®,  MBA

Pai-Su Kang, CFP®, CEBS®, MBA

Investment Adviser Representative*

Paisu Kang has worked as Financial Advisor for nearly twenty years. As a Certified Financial Planner (CFP®)*, Paisu Kang incorporates a wealth management approach to assist individuals and businesses in achieving their financial goals. Rather than making financial decisions in isolation, Paisu Kang engages a holistic wealth management process that brings all the pieces of your financial life together.  Today, more than ever, CERTIFIED FINANCIAL PLANNER™ professionals are an essential resource. From budgeting, to planning for retirement, to saving for education, to managing taxes and insurance coverage, “finance” doesn’t mean just one thing for most Americans — and “financial planning” means much more than just investing.

As a CEBS (Certified Employee Benefit Specialist), Paisu Kang advises business clients on various forms of financial management including executive benefit plans, profit-sharing plans, pension plans, and health plans.

Ms. Kang’s degrees and credentials in the financial services field include a Masters in Business Administration from Syracuse University and a Certified Employee Benefit Specialist designation from the Wharton School of the University of Pennsylvania in Philadelphia. Paisu Kang is also a Certified Financial Planner and an Investment Advisor. Over the course of her financial services career, Ms. Kang has helped medical professionals and small businesses in meeting their financial needs with customized solutions. Ms. Kang has offered a range of diverse wealth management and employee benefit services. With creative ideas, Pai-Su Kang assists business clients in designing, communicating, and administering a plan that meets their financial and business goals.

Her areas of expertise range from general retirement and  investment strategies for estate planning to workplace profit sharing and pension plans. Over the past twenty years, Paisu Kang has assisted small business owners in achieving their unique retirement plan needs, whether they be maximizing tax-deferred retirement benefits, retaining/attracting quality employees, or helping employees saving for retirement. Paisu Kang provides to small to mid-size companies customized solutions centered around the employees' needs and the company’s available resources. Additionally, Ms. Kang provides wealth management and company retirement-planning advice as a contributing writer with Sino Monthly. She has also spoken as a guest lecturer on the subject of financial planning at Syracuse University's Whitman School of Management.

*Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.