Fee-only, Fiduciary, and Independent - Sarah A. Kang

Team Subkit -

Interested in starting your own entrepreneurial journey but unsure what to expect? Then read up on our interview with Sarah A. Kang, founder of UAK Diversified LLC, located in Saint Paul, MN, USA.

What's your business, and who are your customers?

Our business offers Comprehensive Financial Planning, Investment Management Strategy, Specialized Financial Advice, Risk Management, Tax Optimization, Personal Attention, and Regular Communication. Our customers are retirees, Corporate Executives, and diligent savers.

Tell us about yourself

I am responsible for client relationships. I have a Master's Degree from Indiana University Bloomington. I am a Member of the Financial Planning Association of MN. Certified Financial Planner (CFP Board), The National Association of Personal Financial Advisors (NAPFA), FeeOnlyNetwork. I am also a concert pianist and frequent performer for local piano recitals or special events. I enjoy swimming, golfing, hiking, and skiing with my husband and four boys.

What's your biggest accomplishment as a business owner?

Working with my husband, who has unique quantitative skills. Working with my employee (who is also my friend) and continuing to develop the quality of our relationships.

What's one of the hardest things that comes with being a business owner?

Taking a leap of faith to start.

What are the top tips you'd give to anyone looking to start, run and grow a business today?

  1. Believe in yourself.
  2. Family-focused, who will provide you with emotional support.
  3. Pick a business you naturally enjoy doing, whether paid well or not.

Where can people find you and your business?

Website: https://uakdiversified.com/
Facebook: https://www.facebook.com/uakdiversified/
Twitter: https://twitter.com/UAKDiversified
LinkedIn: https://www.linkedin.com/company/uak-diversified/

If you like what you've read here and have your own story as a solo or small business entrepreneur that you'd like to share, then please answer these interview questions. We'd love to feature your journey on these pages.

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