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Andi K

CFP®, Series 63, Series 65

Costa Mesa, CA

Cambridge Investment Research Advisors

Andi Kang is a CFP®-credentialed financial advisor with 35 years of industry experience, currently affiliated with Cambridge Investment Research Advisors. Her career includes roles at Arbor Point Advisors, Securities America Advisors, and Crown Wealth Management, where she spent over a decade. Outside of advisory work, she serves as a board member for IHOPEMINISTRIES.ORG and is involved as a partner and volunteer coach with The Barnabus Group, supporting nonprofit fundraising efforts. Cambridge Investment Research Advisors is a large SEC-registered firm that serves a diverse client base, including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, retirement plan advisory, and financial-wellness services, utilizing various custody platforms and both proprietary and third-party investment strategies tailored to client objectives.

Wealth management Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Annuities Self-Employed
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