Wen Wen Wang
MBA | Associate Wealth Management Advisor | Creating Financial Peace of Mind | Board Member
- Role
- Associate Wealth Management Advisor at Paradise Cay Financial
- Location
- San Francisco, CA, US
- LinkedIn followers
- 500 followers
About Wen Wen Wang
At Paradise Cay Financial, our mission is simple: creating financial peace of mind. You\'ve spent your life working toward that sense of security—for yourself, your family, and your legacy. While peace of mind extends beyond financial success, making sound financial decisions is essential to your overall well-being. Yet, just when you think you\'ve achieved it, new challenges arise, requiring more time and energy than you may have.That’s where we come in. Financial peace of mind isn’t just about hard work—it’s about having a plan and the right partner to guide you through pivotal decisions. With expertise in tech economics, equity-based compensation, and tax-advantaged retirement strategies, we offer personalized financial planning that’s both sophisticated and approachable.For more information, call me directly at 41••••••72 or visit our website at ParadiseCayFinancial.com.
Experience
Associate Wealth Management Advisor
Jun 2022 — Present · San Francisco, CA, US
Specialize in working with CEOs & execs in real estate & construction space, venture & start-up community, surgeons and high net worth families in financial planning, tax-diversification strategies, optimizing buffer assets, philanthropic & legacy planning with a tailored approach towards outcome optimization first outweighing purely siloed approach on return optimization.
Education
University of Cambridge
Summer study abroad: Pembroke College - International Relations, Secret Intelligence
Hult International Business School
Master of Business Administration (MBA), Locations: London (UK) + Rotations in Dubai (UAE) & Shanghai (China)
Mt. San Antonio College
(3) Associate’s Degrees: Mathematics, Social Behavioral Sciences, Language Arts & Communication
University of California, Berkeley, Haas School of Business
BS in Business Administration, Full ride recipient of national scholarship - Jack Kent Cooke Foundation.
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