Phone Number: (714) 985-1457
Email Address: firstname.lastname@example.org
151 N. Kraemer Blvd., #230
Placentia, CA 92870 United States
Cherie Wang is a CERTIFIED FINANCIAL PLANNER™ and Registered Representative with LPL Financial.
As a Registered Representative, Cherie holds FINRA series 7 & 66 registrations with LPL Financial and Valley Wealth Strategies and is also licensed with the California Department of Insurance for Life, Disability, Long Term Care Insurance, and Variable Annuities. Cherie is an enrolled agent (EA), a federally authorized tax practitioner who has technical expertise in the field of taxation and who is empowered by the U.S. Department of Treasury to represent taxpayers before all administrative levels of the Internal Revenue Service.
Cherie earned her Master of Science degree in Finance from the University of Michigan, Dearborn. She served as a Risk Review Manager at the Bank of China (Hong Kong), and then as a Senior Accountant at a Canadian held technology company. After that, Cherie began working as an Independent Insurance Professional and California Tax Education Council Registered Tax Preparer before her financial advisory career.
Cherie’s diverse background and formal training, along with her attention to detail and dedication to her clients, enables her to help her clients pursue their long-term financial goals through a comprehensive and customized financial plan. She strives to build a trusted personal relationship with her clients and always puts her clients’ best interests first. What really sets Cherie apart is how she provides solutions unique to each client’s financial situation, focusing on wealth accumulation strategies to help them work toward building sustainable income to last throughout their retirement.
Cherie’s areas of concentration include investment management, income tax planning, retirement projection, estate planning, insurance analysis, and education planning. She also has extensive knowledge of the Public Employee Retirement System (PERS) and State Teacher Retirement System (STRS). Cherie offers both institutionally managed programs and fee-based consulting to her clients.
Cherie enjoys traveling, volunteering at her church and in the community, and spending time with friends and family. She is a proud mom with two beautiful daughters.
CA Ins. License # 0F75233
Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through Valley Wealth Strategies, a registered investment advisor. Valley Wealth Strategies and Zuk Financial Group are separate entities from LPL Financial.
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