Yuhsin Wang, CFA, CFP®, CPA

Vice President, Advisor

Orange County, California

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Yuhsin Wang advises affluent families, executives, and business owners on investment management and comprehensive financial planning. Her work includes discretionary portfolio management, tax-efficient investment strategies, and coordination across broader wealth planning needs. She collaborates closely with clients and their professional advisors to deliver integrated guidance.
Yuhsin brings a uniquely broad background spanning public accounting, audit leadership, and high-net-worth wealth management. Her early career in audit developed her expertise in financial reporting, internal controls, and risk management. Over the past decade, she has advised clients on investment strategy, retirement planning, tax considerations, and long-term wealth decisions. Yuhsin holds an MBA in Finance and a B.A. in Accounting from California State University, Fullerton. She is a CFA charterholder, a CERTIFIED FINANCIAL PLANNER™ professional, and a Certified Public Accountant.
Yuhsin is known for translating complex financial concepts into clear, actionable guidance. She believes strong advice should combine analytical rigor with practical, client-focused planning. Her approach emphasizes proactive communication, risk awareness, and coordinated solutions that support long-term financial goals.
Based in Southern California, Yuhsin values building long-term relationships and helping clients make confident financial decisions through every stage of life.