Betty Wang (CFP, RICP®)
Betty Wang focuses in the
following client markets or areas of practice:
- Baby Boomers
- High Net Worth Client Needs
- Retirement Plan Investment Advice
- Retirement Planning & Distribution Rules
- Tax Planning
- Women's Financial Planning Issues
- Baby Boomers
- High Net Worth Client Needs
- Retirement Plan Investment Advice
- Retirement Planning & Distribution Rules
- Tax Planning
- Women's Financial Planning Issues
Planning Specialties
Betty helps women and women-led households plan and invest for retirement on their terms. BW Financial Planning was founded to create a place where women have a trusted partner and guide for their financial lives so they feel empowered and less alone with their money decisions..
Additional Information
Betty Wang is a Denver, CO Fee-Only financial planner. BW Financial Planning provides comprehensive financial planning, retirement planning, and investment management to help women retire with confidence and clarity. BW Financial Planning serves clients as a fiduciary and never earns a commission of any kind.
Betty is a CERTIFIED FINANCIAL PLANNER(TM) professional (CFP®) and RETIREMENT INCOME CERTIFIED PROFESSIONAL(R), a member of the National Association of Personal Financial Advisors (NAPFA), and XY Planning Network (XYPN).
NAPFA Start Date
May 24, 2018
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