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Johnny Kang

Fee based Investment Adviser - helping millennial's and retiree's with portfolio management

Prestonwood Capital Management, LLC
PRINCIPAL

Dallas

TX

Contact Me

Overview

Services

Advisor Services

  • Financial Planning
    • -Comprehensive Financial Planning
    • -Retirement Planning
  • Insurance
    • -Life Insurance
  • Portfolio Management
    • -Individuals and/or Small Businesses

Funds

Funds Used With Clients

Firm Client types

There is no client type data to display at this time.

Qualifications

Experience

No timeline events available.
Employer Years Dates
Nfpsi 5 years, 10 months May 2014 - Present
E*Trade Securities LLC 10 months Jul 2013 - May 2014
E*Trade Capital Management, LLC 10 months Jul 2013 - May 2014
Bank of America - Merrill Lynch 2 years, 8 months Nov 2010 - Jul 2013
Bank of America Home Loans 5 years Oct 2005 - Oct 2010

Designations & Memberships

  • Financial Planning Association
    Membership
    Financial Planning Association
    The Financial Planning Association (FPA®) is the largest membership organization for personal financial planning experts in the U.S. and includes professionals from all backgrounds and business models. We help connect thousands of consumers to competent and ethical planners who uphold the FPA Standard of Care.

Articles and Answers

Insights by Johnny Kang

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Answers

Ask a financial questionAsk a question
I'm currently 54 and turn 55 in October 2016 . I was laid off in June 2016 Can I withdraw from my 401k penalty free.
Penalty free distributions are allowed beginning at age 59 1/2. You are however allowed to rollover the 401k penalty free to an IRA and either decide to take a distribution (pay penalty) or wait until retirement age. Your going to pay a penalty taking distributions before that age regardless and in...  (more)
Answered Aug 2016
How do i take out a loan from my 401K?
Call your 401k custodian let them know you are interested in taking out a loan. Usually they will send you paperwork to sign and will mail you a check after receiving all your paperwork in good order. ...  (more)
Answered Jun 2016
What option would be right for me?
Since you have a long time horizon until you are of retirement age I would agree that an S&P 500 index fund would be a good choice. You may also want to consider getting exposure to international developed and emerging market exposure as well. ...  (more)
Answered Oct 2016
    *Answers are submitted by advisors without compensation.

    Licenses & Conducts

    SEC
    U.S. Securities and Exchange Commission
    • license status
      Registered
    • disclosures
      None
    • as of date
      Nov 15, 2019
    FINRA
    FINRA
    • license status
      Not registered
    • disclosures
      None
    • as of date
      Nov 15, 2019
    Review the status and details of the disclosures noted above using the SEC's Investment Advisor Public Disclosure website:

    Assets

    Prestonwood Capital Management, LLC

    Last updated on July 2, 2018
      • $4.5M
        Total Assets Under Management
      • N/A
        Total Assets Under Advisement
      • 17
        Accounts
      • $264.7K
        Estimated Average Account Balance

    Fees

    Types of Compensation Arrangements

    • Percentage Of Assets