Xin Wang, PhD, CFP®, AEP®
Xin Wang moved to the United States and started his new career in the financial services industry in 2004. Prior to that he was a heart surgeon in China for many years. Xin received his Ph.D. from the University of Milan in Italy, and his medical degree from the Shandong University School of Medicine in China.
In 2008, Xin completed extensive studies and earned his CERTIFIED FINANCIAL PLANNERTM Practitioner designation and started providing fee- based financial planning in addition to his transactional financial services. Xin also has earned the AEP® designation awarded by the National Association of Estate Planners & Councils to recognized estate planning professionals who meet special requirements of education, experience, knowledge, professional reputation, and character.
As a Registered Financial Adviser, he offers his clients an objective, fee- based approach to financial planning through Eagle Strategies LLC. And, as a Member of The Nautilus Group®, Xin has access to resources available only for Members working with affluent, high net worth and business owner clients. The Nautilus Group® is an advanced planning resource for estate planning and business continuation strategies available only to approximately 225 carefully selected industry leaders across the country.
Xin is committed to highly responsive, professional, first-class service and remains steadfast in his belief that “clients’ interests always come first.” Believing in the principle of honest, transparent, and open communication, Xin is dedicated to providing helpful, knowledgeable, and timely advice.
Xin has been happily married to Min since 1993 and they have two children, Tian and Joy. After work, Xin enjoys cooking, fishing, and spending time with family and friends.
About My Designation
CFP®
The CFP® certification is one of the top generalist marks financial planners can earn. This high-quality, rigorous program covers a broad base of financial planning subject areas and trains certificants in the discipline of financial planning.
AEP®
The AEP® designation is a graduate-level specialization in estate planning, obtained in addition to already recognized professional credentials within the various disciplines of estate planning who support the team concept of estate planning. It is awarded to estate planning professionals who meet stringent requirements of experience, knowledge, education, professional reputation, and character.
