Phone: (949) 668-7147
Email: [email protected]
Ms. Wang joined First Foundation Advisors in 2017 and serves as Wealth Advisor. In her role, Ms. Wang is responsible for working closely with clients to analyze their current financial situation and develop comprehensive plans to address and implement their goals. She also executes security trades and invests accounts in accordance with clients' investment objectives. Ms. Wang is fluent in Mandarin and Taiwanese.
Ms. Wang began her career with Ernst & Young as an auditor and became a Certified Public Accountant in the state of California. After she became an Audit Manager at Squar & Milner, she decided to pursue her long-time passion in personal financial planning. She has been a Certified Financial Planner® since 2016 and is an active member in the Financial Planning Association Orange County Chapter.
Ms. Wang earned her Bachelor of Arts degree in Accounting and Master of Business Administration in Finance from Cal State Fullerton.