I'm Hana Xu Wang, wealth advisor and a certified financial planner professional in San Francisco, California, USA. Whether your goal is saving and investing for retirement, college funding, tax efficiency, insurance planning or estate strategy, my personalized services focus on your needs, wants, and financial goals and objectives.
An increasing number have been developed to help individuals with their personal finances. Executors can value the estate on the date of death, or on its six-month anniversary -the "Alternate Valuation Date." Estate tax exemptions rules appear to be stabilizing, prompting many to reconsider conventional estate strategies.
An increasing number have been developed to help individuals with their personal finances. Executors can value the estate on the date of death, or on its six-month anniversary -the "Alternate Valuation Date." Estate tax exemptions rules appear to be stabilizing, prompting many to reconsider conventional estate strategies.
Services
Hana Xu is the founder and president of Wang Wealth Management. Her mission has been and will always be to cultivate lifelong trust with her clients by providing personalized financial guidance and exceptional services. Hana Xu came from Sichuan, China, in 1994. She is a proud mother, an entrepreneur and an investor.
At our firm, we have our clients, and only our clients in mind. Our mission is to get to know and understand your needs, wants, and long-term goals, and focus on helping you achieve your goals. We help you develop, implement, and monitor strategies that are designed to address your individual situation.
Advisory clients: Fee-based with assets ranging from $1 million to $100 million or more. Wealth management services encompass wealth accumulation, wealth protection strategies and wealth transfer and legacy.
Fee-only financial planning and hourly consultation clients: Retirement Planning, College Savings Planning, Tax-Efficiency Planning, Estate Planning, Insurance Planning, Portfolio Optimization, Business Retirement Planning and advice based on specific financial needs.
Fee-only financial planning and hourly consultation clients: Retirement Planning, College Savings Planning, Tax-Efficiency Planning, Estate Planning, Insurance Planning, Portfolio Optimization, Business Retirement Planning and advice based on specific financial needs.
LPL Financial is one of the nation's leading financial services companies and a publicly traded company on the NASDAQ under ticker symbol LPLA. The firm's mission is rooted in the belief that objective financial guidance is a fundamental need for everyone.
LPL does not offer proprietary investment products or engage in investment banking activities; this means advisors affiliated with LPL are not pressured or influenced by LPL to sell its products.Thousands of financial advisors nationwide are able to rely on the firm's tools and resources to help them provide financial guidance and recommendations to help meet their clients' needs.
LPL does not offer proprietary investment products or engage in investment banking activities; this means advisors affiliated with LPL are not pressured or influenced by LPL to sell its products.Thousands of financial advisors nationwide are able to rely on the firm's tools and resources to help them provide financial guidance and recommendations to help meet their clients' needs.
Manage personal affairs while you're alive and control the distribution of wealth upon your death. A well-structured insurance strategy can help protect your loved ones from the financial consequences of unexpected events. Create an investment strategy that's designed to pursue your risk tolerance, time horizon, and goals.
