Jennifer Kang, CFP®

Helping first generation wealth builders achieve their financial goals.

Connect Cancel

Wealthtender Community Connect helps people discover the best financial advisors for their individual needs through their favorite blogs and podcasts.

Click Here to Learn More
Contact Me
JWK Financial Jennifer Kang, CFP®
New York, NY

Serving Clients Nationwide

Helping first generation wealth builders achieve their financial goals.

0 Certified Advisor Reviews™
Rate this Advisor

Areas of Focus

  • Budgeting
  • Financial Life Planning
  • Retiring Early (F.I.R.E)
  • Taxes
  • Women & Wealth

About Me

Jennifer W. Kang brings almost 20 years of experience in Wealth Management at Merrill Lynch and HSBC. She has practiced in Honolulu, Los Angeles and New York City. Her desire is to deliver financial literacy and raise the bar on financial advice by lowering fees and having no asset minimums.

Jennifer’s passion for the financial services industry was born in 2006 when she was introduced to the Certified Financial Planning program in college. She was drawn to the idea of helping people, ideally in a profession that didn’t involve the sight of blood. This led her to embark on a journey with Merrill Lynch and HSBC and over the span of nearly two decades, she worked her way up to the Financial Planner she is today.

JWK is a flat fee-only platform that offers comprehensive financial planning for first generation wealth building professionals. We look to partnering with our clients so that they can spend time doing what they enjoy and leave the complicated financial matters to us.

Professional Designations

  • CERTIFIED FINANCIAL PLANNER™ Professional

Affiliations

  • CFP Board
  • Fee Only Network
  • National Association of Personal Financial Advisors
  • XY Planning Network

Primary Location

New York, NY, 10007

Meeting Options

  • Video Conference
  • In-Person
  • Phone

Compensation Methods

  • Flat Fee
  • Hourly Rate

What to expect in the first meeting

Schedule a free meet and greet call. We will discuss your goals and concerns to see if we're the right fit. We'll listen to learn what you're looking for in a financial planner and how we can work together.

Offers Investment Management

Yes

About our Firm

JWK is a flat fee-only platform that offers comprehensive financial planning for busy professionals. We look to partner with our clients so that they can spend time doing what they enjoy and leave the complicated financial matters to us.

✔️ We Help Busy Professionals: Leave the time-consuming and stressful financial things to us so you can enjoy your time doing what you love while we take care of your personalized plan.

✔️ First Generation Wealth: Financial Planning for the first generation to lay down roots.

✔️ Time is of the Essence: Your early years are your best years for growing wealth-let us be your guide to capturing and building that wealth.

✔️ Life-Focused: Money is just a tool to provide for your desired lifestyle. It's not about the money but about your life.

We offer white glove comprehensive financial planning and implementation for busy professionals on an annual and ongoing basis.

Education

University of Hawaii at Manoa, Bachelor of Business Administration - BBA, Finance

Hobbies and Interests

  • Family

Who We Serve

  • Corporate Executives
  • Couples
  • Financial Independence Retire Early (FIRE)
  • Foreign-Born Individuals
  • Gen X
  • Gen Y / Millennials
  • Immigrants
  • Technology Professionals
  • Women Professionals
  • Young Families

To make Wealthtender free for readers, we earn a nominal monthly fee from financial advisors and firms in exchange for marketing services (including being featured on this profile page), subject to terms of use. This compensation creates a natural conflict of interest when we favor their promotion over others. Wealthtender is not a client of these advisors or firms. Testimonials may not be representative of other clients’ experiences and do not guarantee future performance or success.

Write a Review


By clicking submit, you acknowledge this review is based on your own experience and reflects your genuine opinion. You also agree to our review policy, privacy policy, and terms and conditions, and give this financial advisor permission to publicly display your review on their website.

No reviews yet.