Betty Wang, CFP® BW Financial Planning

About Betty Wang, CFP®

If you are looking for an honest, down-to-earth wealth manager to be your thinking partner and a trusted resource, let’s have a conversation. My passion is helping women feel more empowered and less fearful of their own finances to free up their time and brain space to enjoy their lives.

BW Financial Planning helps women going through a transition like planning for retirement, inheriting money, losing a loved one, changing careers, or getting separated.

Betty Wang is a Fee-Only financial planner serving clients in Denver, CO, and virtually. Betty provides comprehensive financial planning, retirement planning, and investment management to help clients to organize, grow, and protect their assets. Betty serves clients as a fiduciary and never earns a commission of any kind.

Betty is a CERTIFIED FINANCIAL PLANNER(TM) professional (CFP®), a member of the National Association of Personal Financial Advisors (NAPFA), and XY Planning Network (XYPN).

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Ideal Clients

  • Gen X
  • Single Women
  • Women in Transition
  • Women Professionals

Ways Advisor Charges

  • Quarterly Fee
  • Flat Fee
  • Assets Under Management

Fee Options

  • Quarterly Fee: $600+/qtr
  • Flat Fee: $2000+/engagement
  • Assets Under Management: 1.00%

SEC Records

States Registered

  • Colorado

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