I am a forward-thinking, community-based financial advisor, as well as a wife and mother residing in Yonkers, NY. I provide tailored solutions and attentive service to select individuals, families and businesses both locally and nationwide through a collaborative and educational approach. In addition to one-on-one meetings, I host monthly seminars/webinars on various topics to help keep my clients informed and educated.
As an immigrant who left my family and home country of China to pursue the American dream, I am passionate about the prospect of creating a better future for myself and others. I started to realize those passions as a tutor in college for five years where I found it incredibly rewarding to see other people reach goals that they never thought possible. The experience affirmed my intellectual capacity as well as my desire to help others achieve their goals. Because of my advanced teaching skills, I am able to translate complicated topics into simple terms for my clients, so that they feel more empowered by acquiring the knowledge they did not have.
After graduating from Manhattan College summa cum laude with an MBA degree and passing all CPA exams, I worked as an investment analyst, which gave me the opportunity to work in a team that managed approximately $3 billion in assets for over 4,200 financial advisors through in-depth analyses and due diligence on the markets and economy. I personally led the high-net-worth and institutional investing program with approximately $300 million assets under care. I moved on to an opportunity with Edward Jones to work with a firm that considers its clients' interests first while pursuing my passion to make a direct positive impact on others’ lives.
As an individual, I am enthusiastic about pursuing health, fitness and wellness. As a financial advisor, I am dedicated to helping others translate their life goals into financial goals and achieve their version of "happiness." Our branch is experienced with helping long term serious investors who value professional advice and have recently retired, or aspire to obtaining a work optional lifestyle in the next 10 years. If you think we are a great fit, please feel free to reach out to me at [email protected] or (914)488-0360.
- Retirement Savings Strategies
- Retirement Income Strategies
- LGBT Finances
- Insurance & Annuities
- Estate & Legacy Strategies
- Intergenerational Planning
My Personal Interests
- Personal Fitness
- Spending Time with Family
Phone NumberBaishi Wang at (914) 488-0360
|Mon||09:30AM - 05:30PM|
|Tue||09:30AM - 05:30PM|
|Wed||09:30AM - 05:30PM|
|Thu||09:30AM - 05:30PM|
|Fri||09:30AM - 04:00PM|
- Web Conferencing
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