Hi! I’m Betty Wang. First, I want to say how happy I am that you have decided to take this step towards securing your financial future. No matter where you are in life, it’s never too early or too late for a financial and investment plan. The right financial advisor will meet you where you are. Whether you work with us or not, I encourage you to find a trusted advisor when you’re ready. As someone who didn’t grow up with wealth, I was always fascinated by personal finances and wealth accumulation. After graduating college with a degree in finance, I gained corporate experience in a management program at Northern Trust’s corporate headquarters in Chicago. I spent the majority of my career working with institutional clients (your 401k and pension plans) at Dodge & Cox in San Francisco, where I was promoted to Vice President and a Shareholder of the private firm. Prior to creating BW Financial Planning, I was a consultant to a hedge fund and private equity firm