Danqin Fang (CFA, CFP®, RLP)

Planning Specialties

As Founder of Wealth Beyond Math®, I help people align their finances with their ideal lives. A CFP® professional, CFA® Charterholder, and Registered Life Planner®, I bring 14+ years of experience and a holistic perspective as a first-generation immigrant who transformed from corporate accounting in Shanghai to launching a modern wealth management firm in Austin, TX. The Wealth Beyond Math® Difference: We believe financial planning should start with your life plan, not just numbers. Our holistic approach begins by understanding your ideal life vision, then creates a financial roadmap to support it. We help you design a life you never want to retire from, viewing all financial decisions through the lens of your personal values, goals, and dreams. This life-centered approach ensures your wealth serves your well-being—which means living your vibrant and joyful life, being the person you want to be, doing the things you love to do, and having the freedom to express your authentic self—not the other way around. Named one of Financial Advisor Magazine's Young Advisors to Watch (2024), I specialize in life-centered financial planning, helping clients navigate complex equity compensation such as stock options and RSUs, business ownership, career transitions (including taking sabbaticals or changing industries), marriage and family building, divorce, and widowhood among other life changes. I believe true wealth goes beyond numbers—it's about maximizing returns on life while enjoying the journey. As a fee-only fiduciary advisor, I combine cutting-edge technology with personalized service to help clients break through limiting money beliefs and create comprehensive financial plans that support their life visions. Having advised 200+ families and managed over $500M in assets, I understand both the technical and emotional aspects of building, growing, and preserving wealth while breaking barriers.