Betty Wang, CFP® BW Financial Planning

About Betty Wang, CFP®

Betty Wang, CFP® is the Founder and President of BW Financial Planning, an independently-owned, fee-only Registered Investment Advisor based in Denver, Colorado. After 12 years in the institutional investment management industry, including her position as Vice President and Shareholder at Dodge & Cox in San Francisco, Betty chose to be a stay-at-home parent to care for her young sons with chronic health issues. After rejoining the workforce as a hedge fund and private equity consultant, Betty decided to follow her true passion of helping people (in particular women) by providing high-quality financial services with a down-to-earth demeanor, Midwestern candor, and irreverent humor. Betty is a member of NAPFA and the FPA of Colorado.

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Ideal Clients

  • Gen X
  • Holistic Financial Planning
  • Investment Planning & Management
  • Women Professionals

Ways Advisor Charges

  • Monthly Fee
  • Assets Under Management

Fee Options

  • Monthly Fee: $200/month
  • AUM: 1.0%

SEC Records

States Registered

  • Colorado