Betty Wang

Betty Wang came to financial planning the way most good advisors do, through genuine curiosity about people and money, and a deep belief that the right guidance can change someone’s life.

Betty didn’t grow up with wealth, and became fascinated by how it was built, protected, and passed on.  That curiosity shaped a career that spans corporate finance, institutional investment management, and ultimately, the kind of planning-forward, relationship-first practice she always wanted to lead.  After earning her finance degree, she completed a management program at Northern Trust’s corporate headquarters in Chicago.  She then spent the majority of her career at Dodge & Cox in San Francisco, where she worked with institutional clients, including 401(k) and pension plans, rising to Vice President and Shareholder of the private firm.  She later consulted for a hedge fund and private equity firm before founding BW Financial Planning.

Betty joined Innovative Financial because she saw, in DeDe’s firm, exactly what she had built her own practice around: a genuine commitment to putting clients’ lives first, a team that treats every relationship with care, and a planning philosophy grounded in real goals, not just portfolio performance.

As Owner and Wealth Advisor, Betty brings expanded planning capacity and leadership to the firm — and a belief that great financial planning meets people exactly where they are, no matter where they’re starting from.