Financial planning and beyond

By understanding what’s most important to you, we can organize your financial life to help make sure your short-term needs don't cloud your long-term goals. We provide a structure so you clearly understand where your money is, and why. The plan we create together can help you stay focused at each stage of life, today, tomorrow and for future generations.

Architect at drawing table

Kevin James Wang, CFP, CEPA

Senior Vice President–Wealth Management

Financial Advisor

It’s easy to get overwhelmed thinking about finances. What will happen when you retire? What about your kids or your grandkids? How will selling your business impact your personal life? I believe it’s my job as a financial advisor to help you grasp the bigger picture.

Creating a comprehensive financial plan can be complex—but together we can navigate these murky waters. I love helping people unravel complicated problems with overall objectives in mind. As your financial advisor, I am committed to listening to you so we can work together to create a detailed plan that puts your goals within reach.  I recently earned my Certified Exit Planning Advisor designation, which offers specific training in helping business owners prepare their business and estates for significant liquidity events. I am also a founding member of the Mountain West Chapter of the Exit Planning Institute.

And we won’t be doing this alone. UBS is the largest wealth management institute in the world, and our team in Boise has over four decades of experience in the financial services industry—with that comes all the resources we need to successfully manage your wealth. 

I live in Boise with my wife and four beautiful daughters. I’ve gone from setting NCAA swimming records to splashing with kids in the YMCA pool. When I’m not with my family or coaching, I still try to squeeze in the occasional triathlon.

Registered States:
  • AK
  • AR
  • AZ
  • CA
  • CO
  • DC
  • DE
  • FL
  • GA
  • HI
  • ID
  • IL
  • KY
  • MA
  • MD
  • MI
  • MN
  • MO
  • MT
  • NE
  • NH
  • NM
  • NV
  • NY
  • OR
  • PA
  • SC
  • TN
  • TX
  • UT
  • VA
  • WA
  • WI
  • WY

Recognized as an industry leader:

  • Forbes America’s Top Next-Gen (Generation) Wealth Advisors, 2020, 2021The Forbes rating is compiled by Shook Research and awarded annually between June and September based on information from a 12 month period ending in March of the award year.
  • Forbes America’s Top Next-Gen (Generation) Wealth Advisors Best-in-State, 2019The Forbes rating is compiled by Shook Research and awarded annually between June and September based on information from a 12 month period ending in March of the award year.
  • Forbes Best-in-State Wealth Advisors, 2020, 2021, 2022The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.

Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures

Credentials

  • CERTIFIED FINANCIAL PLANNER™
  • Certified Exit Planning Advisor
  • Portfolio Manager
1161 West River Street
Suite 340
Boise, ID 83702
  • (208) 947-2015

Email Me

The Year Ahead - Sustainable Investing

Retirement planning

Retirement planning

Multigenerational planning

Multigenerational planning

Legacy—Wealth for others

For needs that go beyond your own—to help you improve the lives of others

What will your legacy be?
It’s never too early to plan ahead. A Legacy strategy can help you gain more control over your financial future and what you leave behind, so you can move forward with confidence.

Learn more at ubs.com/wealthway.

Backed by the strength of UBS

A global leader in wealth management

$2.8 trillion

In invested assets globally 
As of 06/30/2022

51 countries

Our global footprint

Global leader

UBS is a world-leading wealth manager

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