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Rex Wang Email & Phone Number
Founder, Financial Planner
at
TrueNorth Financial
LinkedIn matched
✓ Verified Jul 2026
2 data sources
Profile completeness 71%
Current company
Role
Founder, Financial Planner
Location
San Francisco Bay Area, United States
Who is Rex Wang? Overview
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Quick answer
Rex Wang is listed as Founder, Financial Planner at TrueNorth Financial, based in San Francisco Bay Area, United States. AeroLeads shows a matched LinkedIn profile for Rex Wang.
Rex Wang previously worked as Regional Director at Prudential Financial and Manager of Financial Services at Prudential Financial.
Company email context
Email format at TrueNorth Financial
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TrueNorth Financial
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Profile bio
About Rex Wang
Rex Wang is a Founder, Financial Planner at TrueNorth Financial.
Current workplace
Rex Wang's current company
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Truenorth Financial
Website
AeroLeads page
7 roles
Rex Wang work experience
A career timeline built from the work history available for this profile.
Regional Director
Manager Of Financial Services
Oct 2017 - Dec 2020
District Manager
As the District Manager of the Campbell office of Waddell & Reed, I help to develop a team of highly successful and motivated financial advisors. Some of my day-to-day activities include:• Recruiting, selection and licensing of financial advisors to one of two Waddell & Reed platforms.• Coaching financial advisors as they seek to build efficient, unique and growing practices.• Removing roadblocks that impede financial advisor success.• Executing frontline supervision, identifying and addressing supervisory issues as needed.• Guiding financial advisors in developing succession strategies as they plan for their own retirement.• Encouraging financial advisors to maintain a balanced approach to business and personal goals.
Mar 2012 - Aug 2017
Co-Founder And Financial Planner
Aug 2009 - Mar 2012
Financial Advisor
May 2005 - Aug 2009
Financial Services Representative
Oct 2004 - Apr 2005
FAQ
Frequently asked questions about Rex Wang
Quick answers generated from the profile data available on this page.
What company does Rex Wang work for?
Rex Wang works for TrueNorth Financial.
What is Rex Wang's role at TrueNorth Financial?
Rex Wang is listed as Founder, Financial Planner at TrueNorth Financial.
Where is Rex Wang based?
Rex Wang is based in San Francisco Bay Area, United States while working with TrueNorth Financial.
What companies has Rex Wang worked for?
Rex Wang has worked for Truenorth Financial, Prudential Financial, Waddell & Reed, Strategic Financial Group Of California, and Ameriprise Financial Services, Llc.
How can I contact Rex Wang?
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