Wang Wealth Management

Wang Wealth Management

Hana Xu Wang, Owner, Wealth Advisor

(415) 753-9167
xu.wang@lpl.com

Hana Xu is the founder and president of Wang Wealth Management. Her mission has been and will always be to cultivate lifelong trust with her clients by providing personalized financial guidance and exceptional services.

Hana Xu came from Sichuan, China, in 1994. She is a proud mother, an entrepreneur and an investor. A humble student of her industry and the wider financial world, she gained her financial insights, skills and knowledge in financial planning and investment management through her ceaseless study and employment with Bank of America, Edward Jones Investments and a short stay with Wells Fargo Advisors, LLC before launching her own business in January 2013.

Hana Xu believes in continued education. In 2011, she received the Accredited Asset Management Specialist (AAMS) designation. In 2014, she received the Professional Plan Consultant (PPC) designation, demonstrating her commitment to the Retirement Plan business. In 2018, she received the Certified Financial Planner (CFP) designation, knowing that she is and will be continuously better equipped to help her clients.

In her leisure time, Hana Xu enjoys playing violin and is a devoted lover of classical music. She practiced karate for many years and is an inactive black belt (Shodan) in Shotokan Karate of America.

Hana Xu earned her BA in Political, Legal and Economic Analysis from Mills College and her MBA from Mills College, Graduate School of Business.