We do things differently, with purpose
Specialist vs. GeneralistYour financial needs and issues are very different from those of a typical corporate employee. For starters, the business you spent your life building is valuable, and you want to monetize its value. We specialize in planning for financial independence for business owners like you.
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Boutique vs. "Corporate"We built a boutique firm by design so we can focus on addressing financial issues that are unique to business owners. Because we are not beholden to self-serving corporate interests that do not align with yours, we can remain intensely personal, nimble, and responsive.
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Human vs. "Robo"Technology makes our lives easier. Still, unlike human advisors, it can't comprehend or care about your most important goals or your deeply held values. We get to know you, your family, and your business. We take our time to learn what truly matters to you and what keeps you up at night.
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Our team
Wesley Kang, WMCP®
Partner | Financial Advisor |
I'm passionate about consistently delivering exceptional and intensely personal client experience that is unmatched by our peers.
We accomplish this the old-fashioned way by genuinely caring about the needs and wants of our clients. We also try to reduce friction through smart and wise use of technology. Before co-founding Cultivant, I was a top salesman at a software company, where I learned to listen intently to customers' needs and wants, deliver the best possible outcomes, and provide the highest level of customer experience. |
Christian Kang, WMCP®
Partner | Financial Advisor |
I get great satisfaction from simplifying complex financial concepts so clients can understand how these strategies can help accomplish their goals.
We do this by cutting through extraneous details down to the very essence of these concepts. We also try hard to minimize industry jargon to clearly communicate these sometimes-confusing ideas. Before co-founding Cultivant, I was AVP of product management at a software company, where I learned to anticipate customer needs and market shifts, and develop products that customers didn't know they needed. |
Hoon Kang, CFP®, CPA
Partner | Financial Advisor |
I get energized when I help business owners design and implement comprehensive financial strategies that address all of their financial objectives.
I began my career in financial services at a Big Four accounting firm and have since been providing solutions to complex financial and estate planning issues. I have extensive background in advanced financial and estate planning, including retirement and longevity planning, tax-optimized wealth transfer, business exit planning, and other advanced strategies. I also write and speak frequently on advanced wealth planning topics. |