Jenny Wang (CFA®, CFP®)

Jenny Wang focuses in the
following client markets or areas of practice:

  • Cash Flow/Budgets/Credit Issues
  • Divorce Planning
  • Investment Advice with Ongoing Management
  • Retirement Plan Investment Advice
  • Retirement Planning & Distribution Rules
  • Socially Responsible Investments

Planning Specialties

Ms.Wang is a Senior Investment Analyst specializing in securities research and comprehensive financial planning services. Her areas of expertise include analysis of individual stocks, mutual funds and exchange-traded funds (ETF). She is responsible for identification of potential investment opportunities, managing and monitoring of the performance results of existing portfolios. She also assists with other tasks such as portfolio allocation and re-balancing and related tax strategies. In addition, She prepares retirement, cash-flow and tax projections and other calculations requested by clients. She also assists with divorce and litigation work.

NAPFA Start Date

August 01, 2018

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This Office

7910 Woodmont Ave Ste 500 Bethesda, MD 20814-3048 Phone: (240) 781-6208