Timothy Kang
With a global perspective and a heart for stewardship, I help individuals and families build financial strategies that honor their values, empower their futures, and create lasting impact.
State(s) Licensed: CA Insurance Lic. #4410630, NY, TX
2021 The Alameda Suite 140
San Jose, CA 95126
With a global perspective and a heart for stewardship, I help individuals and families build financial strategies that honor their values, empower their futures, and create lasting impact.
State(s) Licensed: CA Insurance Lic. #4410630, NY, TX
Holistic Financial Planning for the People & Causes You Love
What excites me most about this work is having a front-row seat to the impact of financial stewardship across generations. From helping clients build tax-efficient investment strategies to creating meaningful charitable giving plans, I strive to cultivate lasting financial legacies that support the people, causes, and communities they love. Education and financial literacy are core to my practice—I strive to empower clients with the clarity and confidence to make informed decisions that align with their long-term vision.
At the end of the day, this is a people business. It’s about relationships, trust, and ensuring that financial planning is a tool for a greater purpose. Let’s connect and explore how we can build a financial strategy that aligns with your values, goals, and future.
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Location
San Jose Office
- Phone:
- 408-687-9275