Betty Wang (CFP)
Betty Wang focuses in the
following client markets or areas of practice:
- Generation X
- High Net Worth Client Needs
- Investment Advice with Ongoing Management
- Retirement Plan Investment Advice
- Retirement Planning & Distribution Rules
- Women's Financial Planning Issues
- Generation X
- High Net Worth Client Needs
- Investment Advice with Ongoing Management
- Retirement Plan Investment Advice
- Retirement Planning & Distribution Rules
- Women's Financial Planning Issues
Planning Specialties
Betty has a passion for helping women and their loved ones with financial planning and investing. BW Financial Planning was founded to create a place where ALL clients have a trusted partner and guide for their financial lives.
Additional Information
Betty Wang is a Denver, CO Fee-Only financial planner. BW Financial Planning provides comprehensive financial planning, retirement planning, and investment management to help clients in all financial situations organize, grow, and protect their assets. BW Financial Planning serves clients as a fiduciary and never earns a commission of any kind.
Betty is a CERTIFIED FINANCIAL PLANNER(TM) professional (CFP®), a member of the National Association of Personal Financial Advisors (NAPFA), and XY Planning Network (XYPN).
NAPFA Start Date
May 24, 2018
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identifying a potential advisor for their review and consideration. The appearance of an
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no assurance that you will experience a certain level of results or satisfaction if you
engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not
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