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Betty Lin Wang

Betty L. Wang

BW FINANCIAL PLANNING
Greenwood Village, CO
Some features on this profile are disabled
CRD#: 6611103
Betty Lin Wang

Professional summary

Betty Lin Wang, CFP® is a registered financial advisor currently at BW FINANCIAL PLANNING located in Greenwood Village, Colorado.

Betty is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2016. Betty has worked at 2 firms and has passed the Series 65 exam.

Biography

Betty Wang is a Denver, CO Fee-Only financial planner. BW Financial Planning provides comprehensive financial planning, retirement planning, and investment management to help clients in all financial situations organize, grow, and protect their assets.  BW Financial Planning serves clients as a fiduciary and never earns a commission of any kind. Betty is a CERTIFIED FINANCIAL PLANNER(TM) professional (CFP®), a member of the National Association of Personal Financial Advisors (NAPFA), and XY Planning Network (XYPN).
top-8-questions

Question & Answer

What are your service offerings?
Investment Planning
Retirement Planning
Comprehensive Financial Planni...
Do you have an area of expertise or specialization?
Generation X
High Net Worth Client Needs
Investment Advice with Ongoing...
Retirement Plan Investment Adv...
Retirement Planning & Distribu...
Women's Financial Planning Iss...
What is your minimum asset requirement?
500K
Are you a "fiduciary"?
Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
Provides consulting services as the President and Owner of BW Consulting. Business is an investment-related activity. Start date: November, 2015. Address: 5697 S Geneva St., Greenwood Village, CO, 80111. All hours are project based.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Betty Lin Wang's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®

Certified Financial Planner

Start date: 2019

Experience

Current

April 27, 2018 - Present

BW FINANCIAL PLANNING

RIA
CRD#: 292827
Greenwood Village, CO
Past

March 23, 2016 - December 11, 2017

SCB GLOBAL CAPITAL MANAGEMENT, LLC

RIA
CRD#: 172005
DENVER, CO

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Colorado
(4/27/2018)
IAR
Texas
(4/8/2025)

Exams

State Security Law Exam
IAR
Series 65
Date: 3/23/2016
Uniform Investment Adviser Law Examination

Current Firm

BW FINANCIAL PLANNING
BW FINANCIAL PLANNING
BW FINANCIAL LLC | BW FINANCIAL PLANNING

CRD#: 292827 / SEC#:

Colorado
Registered Investment Advisory firm - (4/27/2018 Approved)
Texas
Registered Investment Advisory firm - (3/28/2025 Conditional Restricted)
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Contact information

Main Address
Greenwood Village, CO
Mailing Address
Phone number
(720) 464-2993
Established
Firm type
Fiscal year end
# of Employees
1

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts68
AUM (Assets Under Management)$ 24,944,045

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

BW FINANCIAL PLANNING

BW FINANCIAL PLANNING

CRD#: 292827Greenwood Village, CO

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