Evan Wang, CLU®, CHS™
Financial Planner
When it comes to my approach to business or family planning, I consider the return on investment and the ultimate endgame of everything you do. It’s important to hit goals while being comfortable and secure in the future. That may include real estate, stock market, digital assets or other aspects of a diversified portfolio.
I have 20+ years of experience in financial advisory, banking and entrepreneurship. I specialize in business advisory, insurance planning and wealth accumulation. I've started several of my own businesses. I enjoy analyzing the real estate market, actively managing stocks, and monitoring the development of digital assets.
I speak English, Mandarin and Cantonese.