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 email@example.com or (415) 753-9167. I hope to hear from you today.
The Lowdown on Those Free Credit Scores
What’s the deal with your yearly free credit report?
Buying vs. Leasing a Car
Whatever your relationship with your car, it may eventually come time for a new one. Familiarize yourself with your options.
Spotting Credit Trouble
The wise use of credit is a critical skill. These 10 questions will help you assess your skill level.
Have you ever wondered how your credit score compares to the rest of the country? Take a look and see.
Do you need to enroll in Medicare Part D? Read this article to learn more about whether you need this coverage
Lifestyle considerations in creating your retirement portfolio.
Many Americans are operating their personal finances with only the barest minimum of knowledge.
Knowing how insurance deductibles work can help you save money and give you peace of mind.
One or the other? Perhaps both traditional and Roth IRAs can play a part in your retirement plans.
Use this calculator to estimate your capital gains tax.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
This calculator can help determine whether it makes sense to refinance your mortgage.
This calculator can help you estimate how much you should be saving for college.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
This calculator compares the financial impact of leasing versus buying an automobile.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
How federal estate taxes work, plus estate management documents and tactics.
The importance of life insurance, how it works, and how much coverage you need.
Investment tools and strategies that can enable you to pursue your retirement goals.
Principles that can help create a portfolio designed to pursue investment goals.
A presentation about managing money: using it, saving it, and even getting credit.
Around the country, attitudes about retirement are shifting.
It's easy to let investments accumulate like old receipts in a junk drawer.
The market is as unpredictable as the weather. We’d love to help you prepare.
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
A bucket plan can help you be better prepared for a comfortable retirement.
Understanding the cycle of investing may help you avoid easy pitfalls.