September 2021 - Ying Wang, Financial Advisor

September 2021 - Ying Wang, Financial Advisor

Ying has been in the Financial Service industry since 2003 and quickly developed a passion for investments as he started trading stocks. After being in retail banking for 6 years, he decided to pursue an Advisor role in 2009 right in the middle of the recession. Now, with over 12 years of industry experience, Ying has gained quite a bit of knowledge with regards to planning, implementing, and insight on how to manage volatility within a client’s portfolio.

After joining Wells Fargo Advisors over 8 years ago, Ying has predominately covered the Brea, Fullerton, and Yorba Linda area. Currently, Ying lives in Yorba Linda with his wife and 2 young boys. In his spare time, he likes to BBQ, spend time with family, and whenever there is a free weekend, he enjoys participating in car racing events around Southern California.

You can reach Ying at: (949) 253-4335 or This email address is being protected from spambots. You need JavaScript enabled to view it..

Q: How long have you been a Financial Advisor?
A: I have been a Financial Advisor for over 12.5 years and in the banking industry for about 20 years.

Q: What was the first job you ever had?
A: My first job was a Math Tutor.

Q: What is the most satisfying aspect of your work?
A: Helping my clients gain financial freedom throughout their life and retirement.

Q: Explain what you do in five words or less.
A: Assist clients achieve financial freedom

Q: What money (or career) advice do you wish you could give your 18-year-old self?
A: I would tell myself to invest earlier.

Q: Name one thing about your job that most people would be surprised to hear.
A: We’re nothing like Wolf of Wall Street… lol

Q: Where do you see your industry heading in the next 10 years?
A: In 10 years, there is one thing that is certain: there will be many changes to come. We just have to adapt to them.

Q: If you could give your clients only one piece of advice what would it be?
A: Be patient with the market. Returns are not generated overnight. Be patient with the volatility and you will likely come out on top.

Q: What big projects do you have coming up in the next 12-months either personally or professionally?
A: Our biggest projects happened within the past 12 months actually. We had a new baby last July, bought a new house, remodeled it, and moved in, all within a few months.

Q: Why should someone choose a CPA instead of doing their own taxes?
A: I always tell my clients that we are professionals for a reason. Would you represent yourself in court or would you hire an attorney? Same with taxes and finances.

Q: The mountains, the beach, or the desert?
A: Beach all day and mountains in the winter for the snow.

Q: What other interests/hobbies are you passionate about?
A: I race cars as a hobby.

Q: Is there anything else you’d like people to know about you?
A: I have 2 young boys who are 1 and 3.5 years old with my wife Lyna.

About Us

Our Company specializes in accounting and tax preparation services for a wide variety of clients. We are specialize in tax return filling and tax planning for indivduals, Bookkeeping and financial statements for small business, Corporate tax return filling.
— Learn More.

Contact Us

Location:14730 Beach Blvd., Suite 102 La Mirada, CA 90638

Working Hours:
Monday-Friday: 8:30AM - 5:00PM