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Peter Wang, AIF®, CPFA®, C(k)P®

Peter Wang, AIF®, CPFA®, C(k)P®

Financial Advisor/401(K) specialist

Peter Wang brings 20 years of experience in the financial services industry, and has a mission to provide independent, client-focused, and innovative advisory services, specializing in Due Diligence and Fiduciary Responsibilities of the 401(k) and 403(b) Plan Sponsors.

Qualifications and Educations:

  • University of California Los Angeles – BA
  • Executive MBA - Claremont Graduate University/Peter Drucker Graduate School of Business
  • PLANSPONSOR Retirement Professional - PLANSPONSOR Institute
  • Accredited Investment Fiduciary - Center for Fiduciary Studies in association with the University of Pittsburg Joseph M. Katz Graduate School of Business
  • Royal Alliance Associates Inc., – Registered Principal