SUNNY WANG
President & Financial Advisor
I'm a big believer in things-happen-for-a-reason and everything happens at the perfect timing. Out of billions of people we happened to find each other. Is it coincidence? Even if it is it must be one of the kind coincidence! Either big or small I'll have some influence on you. You may or may not see it now or ever but I assure you that me or my message will have a place in your sub-conscious mind forever. That means everyone we've touched, talked to, met, seen has had influence on our thoughts and made us who we are today. Maybe one day this piece of memory will give you the info you need to make an important connection.
Why am I telling you this? Why not write a typical profile just focus on how good of a financial advisor I am? Because I wanted to show you how I think. You have the right to know how my thought process works if we're going to work together. This can be important when someone is giving guidance on your money. Many financial advisors are trained to think alike only to apply the basic concepts of financial planning. While they've learned the fundamentals of financial planning they're missing the biggest part – human psychology. Our life is much more complicated than step 1-2-3. I understand it takes time to know each other and earn your trust. Often enough we don't know what we want for ourselves. It's my job to help you figure that out. Much like how a therapist works with patients; it takes couple of sessions to know why one behaves in such way. From there she/he applies the right solutions. That's why I don't believe in one-size fits all approach. Everyone is in an unique situation. One's financial plan should be tailored to his/her needs and not based on what the products can do for the individual.
As an independent financial advisor, I've been helping people for over 23 years and educate them on how to save, grow, protect, and enjoy their money. It's absolutely my passion and my purpose in life to help people achieve their financial dreams. I always feel so fortunate to be able to build a great career based on how many people I have helped. This is also why I chose not to be associated with any companies so my purpose is not clouded by any corporate sales quotas or incentives. If you're looking for an honest, experienced, independent, creative, personable, and caring financial advisor to help you and your family achieve your long term financial goals please contact me for a free consultation!
Born and raised in Changchun, China, Sunny speaks fluent Chinese Mandarin and is well versed in Chinese culture. He earned his B.S in Finance
at San Jose State University. When Sunny is not working as a financial advisor, he enjoys philosophy, mixed martial arts, science, psychology, spirituality, meditiating, snowboarding, backpacking, reading, writing, camping, hiking, and traveling.
In addition to helping people with their financial health he also dedicates his time to helping people with their mental health to overcome their personal mental struggles. You can read about his philosophies on his blog, www.Feelasoulphy.com.
President & Financial Advisor
I'm a big believer in things-happen-for-a-reason and everything happens at the perfect timing. Out of billions of people we happened to find each other. Is it coincidence? Even if it is it must be one of the kind coincidence! Either big or small I'll have some influence on you. You may or may not see it now or ever but I assure you that me or my message will have a place in your sub-conscious mind forever. That means everyone we've touched, talked to, met, seen has had influence on our thoughts and made us who we are today. Maybe one day this piece of memory will give you the info you need to make an important connection.
Why am I telling you this? Why not write a typical profile just focus on how good of a financial advisor I am? Because I wanted to show you how I think. You have the right to know how my thought process works if we're going to work together. This can be important when someone is giving guidance on your money. Many financial advisors are trained to think alike only to apply the basic concepts of financial planning. While they've learned the fundamentals of financial planning they're missing the biggest part – human psychology. Our life is much more complicated than step 1-2-3. I understand it takes time to know each other and earn your trust. Often enough we don't know what we want for ourselves. It's my job to help you figure that out. Much like how a therapist works with patients; it takes couple of sessions to know why one behaves in such way. From there she/he applies the right solutions. That's why I don't believe in one-size fits all approach. Everyone is in an unique situation. One's financial plan should be tailored to his/her needs and not based on what the products can do for the individual.
As an independent financial advisor, I've been helping people for over 23 years and educate them on how to save, grow, protect, and enjoy their money. It's absolutely my passion and my purpose in life to help people achieve their financial dreams. I always feel so fortunate to be able to build a great career based on how many people I have helped. This is also why I chose not to be associated with any companies so my purpose is not clouded by any corporate sales quotas or incentives. If you're looking for an honest, experienced, independent, creative, personable, and caring financial advisor to help you and your family achieve your long term financial goals please contact me for a free consultation!
Born and raised in Changchun, China, Sunny speaks fluent Chinese Mandarin and is well versed in Chinese culture. He earned his B.S in Finance
at San Jose State University. When Sunny is not working as a financial advisor, he enjoys philosophy, mixed martial arts, science, psychology, spirituality, meditiating, snowboarding, backpacking, reading, writing, camping, hiking, and traveling.
In addition to helping people with their financial health he also dedicates his time to helping people with their mental health to overcome their personal mental struggles. You can read about his philosophies on his blog, www.Feelasoulphy.com.
Check the background of this investment professional on FINRA BrokerCheck
Registered Representative, Securities offered through Cambridge Investment Research, Inc. a Broker/Dealer, Member FINRA/SIPC. Investment Advisor Representative, Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Cambridge and Essence Wealth & Insurance Services are not affiliated. Representative only operates in the state of California, Texas, and Louisiana. If necessary we are able to obtain other state licenses to work with clients.
Essence Wealth is member of FINRA and SIPC. www.finra.org www.sipc.org
Essence Wealth is member of FINRA and SIPC. www.finra.org www.sipc.org