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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Disclosure

The annual XYPN membership fee paid by this firm is in consideration of a variety of services and benefits provided by XYPN to its advisor members - including the ability to be listed in this Directory. For a complete description of current XYPN member benefits, please refer to the Membership Benefits section of this website. For current membership pricing, please refer to the Pricing section.

XYPN, due to the compensation it receives from advisors in the form of the annual membership fee, has an incentive to list only these such advisors in the Directory. This creates a material conflict of interest.

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%

SEC Records

Disclosure

The annual XYPN membership fee paid by this firm is in consideration of a variety of services and benefits provided by XYPN to its advisor members - including the ability to be listed in this Directory. For a complete description of current XYPN member benefits, please refer to the Membership Benefits section of this website. For current membership pricing, please refer to the Pricing section.

XYPN, due to the compensation it receives from advisors in the form of the annual membership fee, has an incentive to list only these such advisors in the Directory. This creates a material conflict of interest.

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