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Longview's principal planner, Dr. Jean Wang, is a Certified Financial Planner.
Jean has always loved numbers.
She studied mathematics in National Taiwan University and statistics in
New York State University at Stony Brook.
Jean's PhD. research at Claremont Graduate University was focused on
Monte Carlo Methods. She applied these techniques in computer performance modeling.
As Monte Carlo Methods penetrated in financial
fields, Jean started pursuing a financial planner career.
She became a Certified
Financial Planner (CFP®) in 2002.
Jean is a member of Estate Planning Council of Southern Alameda County and
Financial Planning Association (FPA).
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contact@longviewplanner.com
650-390-9888 x203
650-390-9515
