Our Mission
The mission of Kan Wealth Management is to be the single point of contact for our clients’ financial lives, coordinating education, planning, and account management. We understand how difficult it is to navigate financial planning options, stay organized, and look ahead in making decisions.
We work closely with each client to define their unique short- and long-term goals, create a strategic framework, and then design and carry out their plans. Clients are more confident and make better decisions knowing they have an advocate in all things financial.
“We should not forget that it will be just as important to our descendants to be prosperous in their time as it is to us to be prosperous in our time.”
–Theodore Roosevelt
Our Clients' Unique Needs
KAN Wealth Management includes professionals, philanthropists and entrepreneurs in the San Francisco Bay Area. With offices located in the heart of Silicon Valley, each of our clients has a unique set of needs and goals. We help with the planning and execution for them so they can focus their time on other priorities.
Click each button below to learn about some of the clients we serve.
Contact Us
Are you ready to get started? If you'd like to discuss how Kan Wealth Management can work with you to achieve your financial goals, please contact us at (408) 497-9577, or use the form below at any time. Let Kan Wealth Management put our personalized advisory services to work for you.