Broker Check

Our Team

Hana Xu Wang, MBA, PPC™, CFP®

CA Insurance License # 0G19591

Founder & Wealth Advisor

(415) 753-9167

Hana Xu is the founder and president of Wang Wealth Advisors. 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 obtained the CERTIFIED FINANCIAL PLANNER™ certification, 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.

*Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification mark CFP® and CERTIFIED FINANCIAL PLANNER™in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification mark.

Aaron Polar

Client Services Assistant

Aaron joined the team in November 2023 as a Client Services Assistant. He graduated in May 2023 from the University of San Francisco with a Bachelor of Science degree in Economics. While at school, he was also Treasurer of Pi Kappa Phi Fraternity - Eta Theta, Finance Chair at the South East Asian Student Association, and worked part-time at Apple. During his free time, he enjoys exploring new restaurants around the Bay Area, watching sports with friends, and recently took up fishing as a hobby.