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Jeff Wang, Cfp®, Cpa Email & Phone Number
Founder and CEO
at
Gordon Oak Financial
LinkedIn matched
✓ Verified July 2026
3 data sources
Profile completeness 86%
Current company
Role
Founder and CEO
Location
Dallas, Texas, United States
Company size
Who is Jeff Wang, Cfp®, Cpa? Overview
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Quick answer
Jeff Wang, Cfp®, Cpa is listed as Founder and CEO at Gordon Oak Financial, a with 1 employees, based in Dallas, Texas, United States. AeroLeads shows a matched LinkedIn profile for Jeff Wang, Cfp®, Cpa.
Jeff Wang, Cfp®, Cpa previously worked as Founder & CEO at Gordon Oak Financial and Associate Financial Planner at Cain Watters & Associates. Jeff Wang, Cfp®, Cpa holds Bachelor'S Degree, Bachelor Of Business Administration from The University Of Texas At Austin - Red Mccombs School Of Business.
Company email context
Email format at Gordon Oak Financial
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Gordon Oak Financial
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Profile bio
About Jeff Wang, Cfp®, Cpa
Jeff Wang, Cfp®, Cpa is a Founder and CEO at Gordon Oak Financial. He is proficient in Mandarin.
Current workplace
Jeff Wang, Cfp®, Cpa's current company
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Gordon Oak Financial
4 roles
Jeff Wang, Cfp®, Cpa work experience
A career timeline built from the work history available for this profile.
Founder & Ceo
Current
Jan 2021 - Present
Associate Financial Planner
Jan 2018 - Jan 2021
Jul 2016 - Dec 2017
2 education records
Jeff Wang, Cfp®, Cpa education
Bachelor'S Degree, Bachelor Of Business Administration
Master'S Degree, Master In Professional Accounting
FAQ
Frequently asked questions about Jeff Wang, Cfp®, Cpa
Quick answers generated from the profile data available on this page.
What company does Jeff Wang, Cfp®, Cpa work for?
Jeff Wang, Cfp®, Cpa works for Gordon Oak Financial.
What is Jeff Wang, Cfp®, Cpa's role at Gordon Oak Financial?
Jeff Wang, Cfp®, Cpa is listed as Founder and CEO at Gordon Oak Financial.
Where is Jeff Wang, Cfp®, Cpa based?
Jeff Wang, Cfp®, Cpa is based in Dallas, Texas, United States while working with Gordon Oak Financial.
What companies has Jeff Wang, Cfp®, Cpa worked for?
Jeff Wang, Cfp®, Cpa has worked for Gordon Oak Financial, Cain Watters & Associates, and Pwc.
How can I contact Jeff Wang, Cfp®, Cpa?
You can use AeroLeads to view verified contact signals for Jeff Wang, Cfp®, Cpa at Gordon Oak Financial, including work email, phone, and LinkedIn data when available.
What schools did Jeff Wang, Cfp®, Cpa attend?
Jeff Wang, Cfp®, Cpa holds Bachelor'S Degree, Bachelor Of Business Administration from The University Of Texas At Austin - Red Mccombs School Of Business.
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