Ms. Wang is a Senior Investment Analyst specializing in securities research and comprehensive financial planning services. Her areas of expertise include analysis of individual stocks, mutual funds and exchange-traded funds (ETF). Ms. Wang is responsible for identification of potential investment opportunities and monitoring of the performance results of existing portfolios. She also assists with other tasks such as asset allocation, portfolio management and re-balancing and related tax strategies. In addition, Ms. Wang prepares retirement and cash-flow projections and other calculations requested by clients.
Ms. Wang holds a Master’s degree in Finance from the University of Maryland, Robert H. Smith School of Business. She holds the Chartered Financial Analyst (CFA) designation and is a Certified Financial Planner™ professional. She is a member of the National Association of Personal Financial Advisors and CFA Society of Washington D.C.
Ms. Wang enjoys spending spare time volunteering in citizen organizations and traveling around the world.