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Welcome! I’m Hana Xu Wang, wealth advisor and a certified financial planner™ professional in San Francisco, California, USA. Whether your goal is saving and investing for retirement, college funding, tax efficiency, insurance planning or estate strategy, my personalized services focus on your needs, wants, and financial goals and objectives.

I have years of experience in financial planning and wealth management. I look forward to working with you through all stages of your life. I can be reached at xu.wang@lpl.com or (415) 753-9167. I hope to hear from you today.

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Don’t Be Your Own Worst Enemy

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Should I Pay Off Debt or Invest?

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Can I Refinance My Mortgage?

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A Look at Systematic Withdrawals

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Historical Inflation

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Protecting Those Who Matter Most

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An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

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Principles that can help create a portfolio designed to pursue investment goals.

5 Smart Investing Strategies

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Consider These 3 Things Before Driving Off the Lot

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Your DNA Test

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Encore Careers: Push Your Boundaries

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The Latte Lie and Other Myths

Check out this video to begin separating fact from fiction.

How to Retire Early

Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.

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