Sunny Wang Email and Phone Number
Sunny Wang work email
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Sunny Wang personal email
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I'm a big believer in things-happen-for-a-reason. Out of billions of people we happened to find each other. Is it coincidence? Either big or small I'll have some influence on you.You may or may not see it now or ever but I assure you that me or my message will have a place in your sub-conscious mind forever. That means everyone you've touched, talked to, met, seen has had influence on your thoughts and made you who you are today. Maybe one day this piece of memory will give you the info you need.Why am I telling you this? Why not write a typical profile just focus on how good of a financial advisor I am? Because I wanted to show you how I think. You have the right to know how my thought process works if we're going to work together. This can be important when someone is giving guidance on your money. Many financial advisors were trained to think alike only to apply the basic concepts of financial planning. While they've learned the fundamentals of financial planning they're missing the biggest part – human psychology. Our life is much more complicated than step 1-2-3. It takes time before we get to know each other. Often enough we don't know what we want for ourselves. It's my job to help you figure it out. Much like how a therapist works with patients; it takes couple sessions to know why one behaves in such way. From there she/he applies the right solutions. That's why I don't believe in one-size fits all approach. Everyone is in a unique situation. One's financial plan should be tailored to his/her needs and not based on what the products can do for the individual. As an independent financial advisor, I've been helping people for 20 years and educate clients on how to save, grow, protect, and enjoy their money. I'm not associated with any companies so I don't need to meet their quotas nor earn their bonuses. My advice is as unbiased as it gets. Contact me if you're looking for an honest, experienced, independent, creative, caring financial advisor. I was featured in a recent issue of Proactive Advisor Magazine, a weekly publication that delivers the latest news and trends in active investment management. http://proactiveadvisormagazine.com/Sunny-Wang
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PhilosopherFeelasoulphy Jan 2019 - PresentMy true passion in life is to help people overcome their sufferings so they are able to live a joyful life. I believe if we start to understand the meaning of life we would be able to achieve this goal. I know it sounds hard but if you seek for those answers they are there for you to discover. We all have those answers lie within us. We just need to remember how to tap into them. Unfortunately, we are too distracted by the matrix we have have built for ourselves that we are living inside the matrix and not observing it from outside. My goal is to help you expand your perception about life and gain more valuable tools to conquer the struggles you face in your daily life.
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President/Principal Financial AdvisorEssence Wealth & Insurance Services Jan 2012 - PresentSan Jose, UsServices provided through Essence Wealth & Insurance Services: Comprehensive Financial Planning, Cash Flow Analysis, Asset Management, Insurance Solutions(Life, Health, Disability, Long Term Care, etc), Retirement Planning, Education Funding, Estate Planning, Wealth Management, Self-Funded Pension Plans, IRA Rollover, Tax Reduction Strategies, Pension Plans, Durable Income Strategies, Defined Benefit Plans, Financial Decision Analysis, Alternative Investments(REITs, Hedge Funds, BDCs, Oil & Gas, Private Placements, Equipment Leasing, etc), Risk Management, Executive and Employees Benefits, Special Needs Planning, Business Continuation and Succession Planning, 1031/1033/1035 exchanges, etc.Securities offered through Cambridge Investment Research, Inc. a Broker/Dealer, Member FINRA/SIPC. Investment Advisor Representative, Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Cambridge and Essence Wealth & Insurance Services are not affiliated
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College PlannerCollege Plan Dude Aug 2015 - Feb 2023Do you feel like you can't afford college for your kids?Do you believe you can get financial aid based on your high income and assets?Do you know how to fill out the FAFSA and CSS forms correctly so that you will qualify for more financial aid?Do you know how to reposition your assets so you can qualify for more financial aid?Do you know what colleges your kids will likely be admitted so you are not wasting your time and money applying for the wrong colleges?Do you know what colleges will give you the most financial aid?Do your kids have the right tools to study for their SAT and ACT exams?Do you have anyone help you negotiate with the colleges for more financial aid?Do you know what majors your kids should choose in college so they will have the best career of their lives and be passion about what they do?Do you have anyone to rely on when you have any questions related to college planning?These are some of the questions you should be asking yourself before you start the search for college. College Plan Dude specializes in helping parents and students with college planning needs. Our goal is to reduce your overall out-of-pocket college costs and simplify your life. At the same time allow your kids to enjoy the best college experience at the schools they desire.
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MentorCityteam Jun 2015 - Jan 2019San Jose, California, UsCityteam’s Men’s Programs offers two vital programs – a shelter for homeless men and a long-term live-in recovery program. This long-term program is for men who are seeking real life transformation and are serious about breaking the drug and alcohol addictions that cripple their lives. This live-in program lasts from 9-12 months allowing adequate time for life transformation to take place, addressing the physical, social, emotional, intellectual and spiritual aspects of recovery. The goal is for men to complete the program with transformed lives and freedom from their addictions. -
FounderExclusive South Bay Networking (Esbn) Jul 2014 - Jan 2019Exclusive South Bay Networking is a community based networking group/mastermind group/marketing group. The group was created with the focus on giving back to the community and benefiting our community by allying local businesses and professionals. The group meets every Friday afternoon at 1:30 - 2:30pm at Umpqua Bank in Down Town San Jose to exchange business referrals, networking, and help to grow each other's businesses. Periodically we will plan for special events to find ways to give back to our community. If you are a business owner or a sales professional in the South Bay Area and looking to grow your business we welcome everyone to come to our meetings to check us out!
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FounderLovedetour.Com May 2008 - Nov 2012LoveDetour.com was originally transformed from RecoundersWorld.com. I founded the site with the ambition to help people with their relationship issues. The site consisted with a social network portion and an advice column where experts submitted articles and answered readers questions. Without any marketing costs and promotional efforts, the site had reached 35,000 unique visitors per month. I had many celebrity status experts posting articles on the site and answering questions. It was recognized by many people in the industry. My advice column Advice.LoveDetour.com was ranking top 10 on search engines like Google on many highly searched keywords and was way ahead of Advice.eharmony.com.
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Managing Partner/Financial AdvisorStrategic Financial Group Of California Nov 2009 - Jun 2012UsI had a wonderful opportunity to get involved as a managing partner with SFG at the same time maintaining the position as a financial advisor. It was a great experience learning how to manage, train, and lead a group of 14-18 fantastic financial advisors. Through this experience I developed and improved my leadership and recruiting skills. I was also participating heavily in the day-to-day business operations as well. -
Yat(Young Advisors Team)Chair San JoseNational Association Of Insurance And Financial Advisors San Jose Feb 2010 - Dec 2011I love giving back to the community. Being a financial advisor is not the easiest job in the world. I have been in the business for 13 years. I have been through the good, the bad, and the ugly in this business. I can relate to people that have just started in the business. I also value the importance of our association whose job is to protect us financial advisors and clients from government's unfavorable laws and regulations. That's why I decided to I volunteer in our local association NAIFA(National Association of Insurance and Financial Advisors) as a YAT(Young Advisors Team) Chair. I enjoyed very much mentoring young advisors and putting together educational programs and social events. I was also involved with many board decision makings as well.
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FounderReboundersworld.Com Mar 2007 - Oct 2010Other than being a financial advisor, I'm also a passioned entrepreneur. So I start things. Believe or not the idea came out of a joke at the time. I just took it more seriously than the others. I believed that there was a need for people who had recently broken up with their loved ones. They needed a place to get support and date freely without being judged as a Rebounder. People who just had a recent break up tend to be more emotionally fragile and not easily trust others. I had developed a process to help them heal from this tragedy faster. To join the site they had to first take a Rebound Quiz where it depends on the result it'll put them in the appropriate member level. It's recommended that the members should take their quiz periodically to monitor their progress. By showing their rebound level members will decide if they should date each other based on the rebound stage one is in. This process was proven that it was more effective to move on from their previous relationship quicker than usual.
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Radio Show HostEnergy Talk Radio Apr 2009 - Dec 2009I never thought I'd ever have a chance to have my own radio show one day, but I did. This opportunity was the result of my website LoveDetour.com. One of the experts on the site interviewed me on her show.The producer ended up liking me, so he approached me to join the other expert to co-host their relationship show and named it The LoveDetour.com Show. On the show we often interviewed celebrity guests and took listeners' calls live. As a show host, we had to develop our own marketing plan and design our shows. It was a wonderful experience and a lot of fun.
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Financial AdvisorNorthwestern Mutual Financial Network Mar 2001 - Nov 2009Milwaukee, Wi, UsMy financial advisor career had started here with one of the most respected insurance companies in the world. Although it was an internship program, I was paid based on my sales. Without any prior experiences in financial services I had to learn everything from scratch. Most of the training I had was through actually doing the job. It wasn't the easiest start for me because I could barely speak proper English nor having any personal contacts. The only person I knew was my mother. All of the sudden the phone and the phone book were my best friends and only friends. After thousands of cold calls and numerous of Nothing-Happened appointments I was finally getting it and slowly understanding the meaning of this business. I enjoyed helping people very much with what I knew at the time. I started feeling the passion towards to this career and dreaming to becoming a successful financial advisor one day. As an intern financial advisor I was able to achieve many awards 3 years in a row, such as top ten intern financial advisor in the company out of over 2,000 intern advisors and number 1 intern in the west. -
Assistant ManagerStructure Inc. Mar 1999 - Mar 2001Prior to becoming a financial advisor this was my first real job since I moved to the U.S. at age 19. I was so proud of myself when I got the job because I felt like I was finally an adult. I started as a sales rep and eventually moved up to the Assistant Manager position. My duties were scheduling, counting the registers, sales, inventory record keeping, supervising sales reps, etc.
Sunny Wang Skills
Sunny Wang Education Details
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San José State UniversityBusiness/Finance -
Foothill CollegeAccounting
Frequently Asked Questions about Sunny Wang
What company does Sunny Wang work for?
Sunny Wang works for Essence Wealth & Insurance Services
What is Sunny Wang's role at the current company?
Sunny Wang's current role is I help people Save, Grow, Protect, and Enjoy their money!.
What is Sunny Wang's email address?
Sunny Wang's email address is su****@****lth.com
What schools did Sunny Wang attend?
Sunny Wang attended San José State University, Foothill College.
What are some of Sunny Wang's interests?
Sunny Wang has interest in Alternative Investments, Football, Outdoor Activities, Golfing, Life, See 7, Snowboarding, Mentoring, Sight Seeing, Back Packing.
What skills is Sunny Wang known for?
Sunny Wang has skills like Retirement Planning, Strategic Financial Planning, Investments, Estate Planning, Finance, Insurance, Financial Planning, Retirement, Life Insurance, Financial Advisory, Small Business, Entrepreneurship.
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