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.
Building a Solid Financial Foundation
Sustain financial well-being or create wealth through these actions.
Life and Death of a Twenty Dollar Bill
How long does a $20 bill last?
What Is My Current Net Worth?
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Workers 50+ may make contributions to their qualified retirement plans above the limits imposed on younger workers.
Longer, healthier living can put greater stress on retirement assets; the bucket approach may be one answer.
A look at how variable rates of return impact investors over time.
Knowing how insurance deductibles work can help you save money and give you peace of mind.
Learn about the average American budget in this fun and interactive piece.
These food myths will really put a drain on your wallet.
Use this calculator to better see the potential impact of compound interest on an asset.
This calculator will help determine whether you should invest funds or pay down debt.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Estimate how long your retirement savings may last using various monthly cash flow rates.
Use this calculator to compare the future value of investments with different tax consequences.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
How federal estate taxes work, plus estate management documents and tactics.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
The importance of life insurance, how it works, and how much coverage you need.
A presentation about managing money: using it, saving it, and even getting credit.
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.
The average retirement lasts for 18 years, with many lasting even longer. Will you fill your post-retirement days with purpose?
Ready for retirement? Find out why many are considering encore careers and push your boundaries into something more, here.
You’ve made investments your whole life. Work with us to help make the most of them.
The market is as unpredictable as the weather. We'd love to help you prepare.
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?
Here is a quick history of the Federal Reserve and an overview of what it does.