John Kang
Portfolio Manager-Equities at Creative Planning LLC
Profile
Mr. John J.
Kang is a Wealth Manager & Partner at Creative Planning LLC.
He is working directly with clients to develop and implement comprehensive financial plans to address their goals and most complex financial needs.
He practices in the areas of retirement planning, investment management, tax, estate planning, business succession planning, corporate stock option planning, liability and risk management, and charitable planning.
Prior to joining Creative Planning, Mr. Kang held various roles with major national financial services companies throughout his 25 years in the industry.
In his most recent role as Vice President – Regional Planning Consultant, he was responsible for consulting with both clients and advisors on financial planning strategies, creating advanced financial concepts training, and delivering presentations on market research and financial planning topics.
He received a Bachelor of Science degree from Excelsior College.
John Kang active positions
Companies | Position | Start |
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Creative Planning LLC
Creative Planning LLC Investment ManagersFinance Creative Planning, Inc. is a SEC-registered investment advisor and holding firm headquartered in Overland Park, Kansas. The firm was founded in 1983 and provides investment advice to individuals, pension and profit-sharing plans, trusts, estates or charitable organizations, corporations or business entities other than those listed above, foundations, endowments and other institutions. | Portfolio Manager-Equities | 2014-01-31 |
Training of John Kang
Excelsior College (New York) | Undergraduate Degree |
Experiences
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Linked companies
Private companies | 1 |
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Creative Planning LLC
Creative Planning LLC Investment ManagersFinance Creative Planning, Inc. is a SEC-registered investment advisor and holding firm headquartered in Overland Park, Kansas. The firm was founded in 1983 and provides investment advice to individuals, pension and profit-sharing plans, trusts, estates or charitable organizations, corporations or business entities other than those listed above, foundations, endowments and other institutions. | Finance |
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