WenWen Dong

CFA®, CFP®, MA

Financial Advisor

Wenwen started her financial planning career about seven years ago after her retirement as a professional dancer. She finds helping people with holistic financial planning to be especially rewarding. Coming from a background of working with high net worth and ultra-high net worth clients, she is experienced in providing solutions in taxes, real estate, investments, estate planning and public pension system benefits selection. She is a CFA Charter holder.

Contact
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Professional Designation

  • CERTIFIED FINANCIAL PLANNER™ professional
  • Chartered Financial Analyst
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Education

  • University of Oregon, Eugene
    • Master’s in Arts
  • Wuhan University
    • Bachelor’s in Science
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Personal Interests

  • Dance
  • Camping
  • Fishing
  • Running

Phone:

(650) 254-6747

Address:

1300 S El Camino Real
Suite 302
San Mateo, CA