Wylie Wang (CFP®)
Wylie Wang focuses in the
following client markets or areas of practice:
- High Net Worth Client Needs
- Investment Advice with Ongoing Management
- Millennials
- Tax Planning
- High Net Worth Client Needs
- Investment Advice with Ongoing Management
- Millennials
- Tax Planning
Additional Information
I'm Wylie Wang, a financial planner at Astra Wealth Partners. I believe in a holistic approach to financial planning, as the best plan will require a personalized look into your goals and needs. My focus areas include employer equity (RSUs, ESPP, ISOs, etc.) and tax optimization - utilizing tax-efficient vehicles such as Mega Backdoor Roths, strategic tax planning with employer equity (e.g., balancing risk with favorable tax treatment from qualifying dispositions), & reducing tax liability via DAFs, capital loss harvesting via Direct indexing, and more! After graduating from the University of Virginia, I started my career initially as a software engineer at Amazon and then HubSpot. However, I soon realized that I really enjoyed financial & tax planning, as well as sharing my knowledge with others. Thus, I switched to this profession, obtained my CERTIFIED FINANCIAL PLANNER certification, and have been helping clients ever since to maximize their financial lives.CLICK HERE to schedule a complimentary discovery meeting
NAPFA Start Date
April 18, 2024
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