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Sarah K

CFP®

Mahtomedi, MN

UAK Diversified Wealth Advisors

Sarah Kang is a CFP® professional with five years of industry experience currently advising at UAK Diversified Wealth Advisors. Her prior work includes two years at James Andre LLC. Outside of financial advising, she teaches piano at the MacPhail Center for Music and operates a small private piano studio. UAK Diversified Wealth Advisors serves individual clients across the wealth spectrum, offering discretionary asset management, tiered financial planning, and consulting. The firm focuses on evidence-based, low-expense ETF and mutual fund portfolios managed with quantitative and fundamental analysis, and provides specialized planning services for high-net-worth households.

General tax planning Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Multi-generational wealth transfer Executive Founder/Business Owner Mid-Career Professionals Established Professionals
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Ujae K

CFA®, Series 63

Mahtomedi, MN

UAK Diversified Wealth Advisors

Ujae Kang is a financial advisor at UAK Diversified Wealth Advisors in Minnetonka, MN, holding the CFA® designation and Series 63 license with nine years of industry experience. His work history includes roles at UnitedHealth Group and James Andre LLC prior to his current position. He also spent five years at the Department of Human Services. UAK Diversified Wealth Advisors serves individual clients across the wealth spectrum, offering discretionary asset management and tiered financial planning services. The firm uses evidence-based, low-expense ETF and mutual fund strategies with quantitative and fundamental analysis, managing portfolios on a discretionary basis with tax-aware trading and periodic reviews.

General tax planning Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Multi-generational wealth transfer Executive Founder/Business Owner Mid-Career Professionals Established Professionals
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