Betty Wang (CFP, RICP®, TPCP®)
Betty Wang focuses in the
following client markets or areas of practice:
- Baby Boomers
- High Net Worth Client Needs
- Retirement Plan Investment Advice
- Retirement Planning & Distribution Rules
- Tax Planning
- Women's Financial Planning Issues
- Baby Boomers
- High Net Worth Client Needs
- Retirement Plan Investment Advice
- Retirement Planning & Distribution Rules
- Tax Planning
- Women's Financial Planning Issues
Planning Specialties
Betty specializes in financial planning, investment management, and tax-integrated strategies for clients navigating major life transitions, including retirement, the death of a spouse, liquidity events, and inheritance. Her background also includes a focus on financial wellness and education for women.Additional Information
Betty Wang, CFP®, RICP®, TPCP®, is the owner of Innovative Financial and host of the podcast Betty's Smart Friends, focused on women and financial wellness. She works primarily with clients going through a transition period, whether approaching retirement, the death of a spouse, a liquidity event, or an inheritance, bringing financial planning, investment management, and tax expertise together in one place.NAPFA Start Date
May 24, 2018
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