The Team

A smiling individual with dark hair, wearing a black shirt, posing for a selfie in a bright indoor environment.

Nathan Kangpan
Founder & Lead Advisor

What I Do

I specialize in helping mid-career professionals navigate the money, career, and family tradeoffs that come with this stage of life. 

As a 40-year-old father of two, I understand the challenges of raising a family while balancing career obligations. Weighing the many tough choices that come with living a good life today and saving for the future. 

I also spent nearly two decades in corporate senior roles leading engineering, product, and data science teams before becoming a financial advisor. I know what tough career decisions look like financially and emotionally.

Why I Started Kangpan & Co.

I was shocked by my first experience searching for a financial advisor. It was 2018 and I had finally reached the point where I thought things were complex enough to need professional help.

Instead of objective, thoughtful advisors I encountered sales people pushing products. And generic “strategies” that had nothing to do with the questions I asked or the life I wanted to build for my family.

I decided I would need to start the kind of firm I wanted because it didn’t exist. Thoughtful and proactive guidance. As much of a focus on the emotional side of big decisions as the financial ones. Flat fees. No hidden commissions.

Outside of Work

I live in the Philadelphia suburbs with my lovely wife Sheila. We spend our weekends exploring the nearby parks and historic towns with our two young children. I also 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!

I also seem to be fond of wearing various blue shirts with collars, something I never noticed before until posting the pictures below.

A man sitting at a table with a child whose face is obscured by a heart-shaped balloon. The setting is a casual outdoor dining area with a brick wall and patrons in the background.
A smiling family portrait featuring two adults and two young children, with playful expressions. The adults are standing together, and one child is being held, while the other child is holding a snack. The background has wooden paneling.
A man smiling while holding a child who is making a peace sign with her hand outdoors on a sunny day.

Let’s Connect!

Nathan
Founder & Lead Advisor
[email protected]

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Kangpan & Co. is a flat-fee financial advisory firm specializing in helping mid-career professionals navigate the career, family, and financial tradeoffs that come with this stage of life. This content is for educational purposes only and is not financial, legal, or tax advice. Consult a licensed advisor for help with your individual situation. Employees and clients of Kangpan & Co. may hold positions discussed in our content. Past performance is no guarantee of future results.