Our Team
Nathan Kangpan
Founder & Lead Advisor
Licenses: Series 65
Education: B.S. in Finance & Marketing | NYU Stern School of Business | 2008
Profiles: LinkedIn
I spent nearly two decades at the intersection of data, analytics, and business, advising Fortune 500 companies like Fidelity and American Express on some of their most complex problems. I thought every industry was full of like-minded people who loved solving problems with methodical rigor. But it wasn’t until I went through my own liquidity event after we sold our company in 2018 that I realized there was a scarcity of financial advisors that could be a true partner to the more analytically-minded.
As I tried to find an advisor that could help me navigate my situation, I discovered a world where financial advice was based more on gut feelings than on data, one where emphasis was placed on selling products instead of solutions, and a field where no one was focused on the systematic optimizations that could compound into a meaningful difference over time.
That’s why I left my executive role in the corporate world to found Kangpan & Co. I’m building the firm I wish I had when I needed it most: a trusted partner who uses data and analytics to solve problems, not gut feel and incentives to sell products.
Today, I apply the same data-driven approach I used with my corporate clients to a new mission: helping individuals and families build and manage their wealth so they can focus on what matters most to them.
Outside of Work…
I live in the Philadelphia suburbs with my lovely wife Sheila. We spend our weekends exploring the beautiful parks and historic towns in the area with our two young children. I love trying new foods – if I see something on a menu I’ve never had before you can bet that’s what I’ll be ordering.
Kangpan & Co. 