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Jennifer Kang, CFP®, CRPS®

Helping busy first generation wealth builders achieve their financial goals.

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JWK Financial Jennifer Kang, CFP®, CRPS®
New York, New York

Serving Clients Nationwide

Helping busy first generation wealth builders achieve their financial goals.

Areas of Focus

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

About Me

Jennifer W. Kang, CFP® brings more than 15 years of experience in Wealth Management at Merrill Lynch and HSBC. She has practiced in Honolulu, Los Angeles and New York City. Jennifer desires 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 2005 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 over the span of 15 years, she worked her way up to the Financial Planner she is today.

Professional Designations

  • CERTIFIED FINANCIAL PLANNER™ Professional
  • Chartered Retirement Plans Specialist (CRPS)

Affiliations

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

Primary Location

New York, New York

Meeting Options

  • Video Conference
  • In-Person
  • Phone

Compensation Methods

  • Flat Fee
  • Hourly Rate

What to expect in the first meeting

Click the 'Book Intro Call' button above to 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.

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

Badges

Languages

  • English
  • Japanese
  • Korean

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

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