About Lii Wang
I started my career in Wealth Management in 1997. Over the past 27 years as a financial advisor, I have helped three generations of families develop and execute their financial plans. I combine my Certified Financial Planning certification and experience to provide multigenerational education, retirement, and family legacy planning for clients nationwide.
Outside of the office, I enjoy volunteering, traveling, yoga, and spending time with my 2 dogs and husband.
Securities Agent: DC, NJ, CT, AZ, OR, MA, VA, TX, CO, CA, NY, FL; General Securities Representative; Investment Advisor Representative
NMLS#: 1252998