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 firstname.lastname@example.org or (415) 753-9167. I hope to hear from you today.
What Is My Current Cash Flow?
Assess whether you are running “in the black” or “in the red” each month.
What to Look for in Personal Finance Apps
An increasing number have been developed to help individuals with their personal finances.
The Five Basics of Financial Literacy
How literate are you when it comes to your finances? Brush up with these five basics.
Explore the growing influence women wield over the economy with this handy infographic.
Being healthy not only makes you feel good, it may also help you financially.
Gaining a better understanding of municipal bonds makes more sense than ever.
Learn how to build a socially conscious investment portfolio and invest in your beliefs.
Learn about the risks of not having health insurance in this informative article.
You may be considering purchasing a vacation property, this can be an exciting milestone, but there are a few things to consider first.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
This calculator can help determine whether it makes sense to refinance your mortgage.
Use this calculator to better see the potential impact of compound interest on an asset.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Assess how many days you'll work to pay your federal tax liability.
Estimate how much of your Social Security benefit may be considered taxable.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Using smart management to get more of what you want and free up assets to invest.
Investment tools and strategies that can enable you to pursue your retirement goals.
How federal estate taxes work, plus estate management documents and tactics.
Principles that can help create a portfolio designed to pursue investment goals.
There are some smart strategies that may help you pursue your investment objectives
Check out this video to begin separating fact from fiction.
The sandwich generation faces unique challenges. For many, meeting needs is a matter of finding a balance.
It’s never a bad time to speak with your financial professional about changes in your situation.
Doing your research is key before buying a vacation home.
Taking your Social Security benefits at the right time may help maximize your benefit.
Here’s a crash course on saving for college.