Betty Wang, CFP® BW Financial Planning

About Betty Wang, CFP®

We’re your financial sidekick. As a successful and smart woman, you have a complicated and busy life. You are tasked with pressing demands, both professionally and personally. You don’t have the bandwidth to consider, manage, or strategize your finances on your own. You seek the financial security and independence to live the way you want and the financial flexibility to change your mind!

We’re here to dig into the financial details, establish a plan, and then help keep you on track. It can be overwhelming. That’s why we prioritize what is most important or time-sensitive. In addition to helping you manage any ongoing challenges, we are here to answer your money questions. No question is ever “stupid”. Ever. When there is a dollar sign and a question mark, we want to be your first call.

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Ideal Clients

  • Equity Recipients (RS/RSU SOP ESPP)
  • Gen X
  • Women Professionals
  • Women's Finance

Ways Advisor Charges

  • Flat Fee
  • Assets Under Management

Fee Options

  • Flat Fee: $3000+/engagement
  • Assets Under Management: 1.00%

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