Betty Wang, CFP® BW Financial Planning
- Virtual, Denver, CO 80111
- (303) 993-3726
- betty@bwfinancialplanning.com
- https://bwfinancialplanning.com
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.
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
