Paisu Kang, CFP®, RICP®, CEBS®, MBA

Trusted Financial Guidance for Over 25 Years

Paisu Kang is a seasoned financial advisor with more than twenty-five years of experience helping individuals, families, and business owners achieve lasting financial confidence.

Comprehensive Expertise and Credentials

As a CERTIFIED FINANCIAL PLANNER™ (CFP®) and RETIREMENT INCOME CERTIFIED PROFESSIONAL (RICP®), Paisu combines broad financial planning expertise with specialized knowledge in transforming savings into sustainable retirement income.

Her Certified Employee Benefit Specialist (CEBS®) designation further enables her to integrate company benefits—such as 401(k)s, pensions, deferred compensation, and stock options—into comprehensive retirement strategies.

Together, these credentials help ensure a smooth transition from saving to spending—creating reliable income streams, minimizing taxes, and managing both longevity and market risks.

A Holistic Approach to Financial Well-Being

Paisu’s wealth management philosophy brings every part of your financial life together—investments, taxes, estate planning, and insurance—to create a cohesive, goal-driven plan. Whether guiding retirees through income distribution or helping businesses design competitive benefit programs, she provides clarity, confidence, and coordination for your financial future.

Education and Professional Background

Paisu holds an MBA from Syracuse University and earned her CEBS® designation from the Wharton School of the University of Pennsylvania.

Throughout her career, she has worked with a wide range of professionals—including physicians, entrepreneurs, and small business owners—delivering trusted, results-driven financial advice tailored to each client’s unique goals.

Thought Leadership and Community Engagement

In addition to her client work, Paisu is a contributor to Sino Monthly and Chinese News Weekly, where she shares insights on wealth management, retirement and estate planning. She has also served as a guest lecturer at Syracuse University’s Whitman School of Management.

Begin Planning with Confidence

Whether you’re preparing for retirement, optimizing your investments, or coordinating employee benefit programs, Paisu provides the expertise and guidance to help you move forward with clarity and confidence.
Contact Paisu today to start building a secure and well-coordinated financial future.

*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.

*CEBS is offered by the International Foundation of Employee Benefit Plans, with curriculum and exams developed by the program co-sponsor, the Wharton School of the University of Pennsylvania. Earners of CEBS designation demonstrate an understanding of the full spectrum of employee benefits.