Mao Wang

Mao focuses on issues related to the accumulation and subsequent distribution of assets. With an eye towards managing risk, he combines strategic investment decisions with comprehensive financial planning to help maintain the integrity of his clients' portfolios and building plans to achieve financial goals. Since 2013, Mao has developed and published workshop programs, as well as given seminars to thousands of people. He has been educating people on strategies for Retirement, Medicare, Social Security, Wealth Accumulation, and Asset & Estate Preservation throughout his career with public seminars. His sound conservative guidance on tax efficient wealth accumulation strategies has helped numerous clients to protect and preserve their retirement assets. Mao and his wife, Man Ling, have four cats and are growing their family! When not working, Mao enjoys reading and playing golf.