Betty Wang

Hi! I’m Betty Wang. First, I want to say how happy I am that you have decided to take this step towards securing your financial future. No matter where you are in life, it’s never too early or too late for a financial and investment plan. The right financial advisor will meet you where you are. Whether you work with us or not, I encourage you to find a trusted advisor when you’re ready.

As someone who didn’t grow up with wealth, I was always fascinated by personal finances and wealth accumulation. After graduating college with a degree in finance, I gained corporate experience in a management program at Northern Trust’s corporate headquarters in Chicago. I spent the majority of my career working with institutional clients (your 401k and pension plans) at Dodge & Cox in San Francisco, where I was promoted to Vice President and a Shareholder of the private firm. Prior to creating BW Financial Planning, I was a consultant to a hedge fund and private equity firm.

Through my personal and professional experience, I've seen how a healthy relationship between your money and your priorities can make an impact on a person's life.  What I've learned is that money isn't the key to freedom. The key is awareness of what your values and priorities are and using your money with intention to support what's important to you.

My mission is to make quality financial planning and investing services accessible to women.