Jing Wang, Clu® Email & Phone Number

I used to be a seasoned engineer who transitioned into the role of a financial advisor 20 years ago. With a background in engineering, I have honed my analytical and problem-solving skills. However, my father's passing from cancer made me realize life is fragile, and the consequence of loss of impact for family is so dramatic. He was a leader in his business and role model for our family. The irony is that my father had no financial plans in place for the death incident for his loved, which created more stress for our family as my mom has no clue about where all the asset located. This event sparked a profound shift in my priorities, leading me to pursue a new path as a financial advisor.Just like how I focused on ensuring the security and functionality of the information systems as an engineer, I have become acutely concerned about the importance of financial security and its impact on people's lives. This realization ignited my passion for helping others achieve their financial goals and safeguarding the well-being of their loved ones’ future.My goal is to provide custom-tailored planning solutions to clients at different stages of life, protecting their future and the futures of their loved ones, preserving their assets, and distributing their wealth properly with tax-advantaged vehicles. Essentially ensuring they can confidently navigate in their complex financial journeys. I am grateful for the opportunity to utilize my skillset and experience to make my clients' wishes come true.Beyond my professional endeavors, I deeply believe in giving back to the community. I would like to support and sponsor local events to help build a stronger community, provide a platform for social and networking, advocating for social justice and equality.Making a sounding plan and leveraging the existing resources are always the key to turning dreams into a reality for a better future. Please allow me to know you and your family’s wishes, and better assist you in keeping more of what you have for you and your loved ones.Call me at 617- 331-7820, email me at jwang@jwifs.com, and visit my website www.jwifs.com to experience my promise and make sure you’re never left behind.

Listed skills include Retirement Planning, Investments, Estate Planning, Iras, and 11 others.

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  Northeastern University

  Master In Science