About Kimmy Wan, MBA

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Kimmy Wan is a seasoned wealth management professional with 26 years of finance experience, recognized for her dedication to excellence in financial advisory and portfolio management. She holds a BS in Finance from California State University, Sacramento, and an MBA from the University of Phoenix. Kimmy founded KW Wealth Management to bring her vision of serving wealth management clients to life. She is a strong advocate for helping clients maintain a long-term investment perspective, despite the emotional challenges that market volatility can bring. Through investment strategies that blend active and passive approaches, KW Wealth Management is also committed to controlling investment costs, which Kimmy believes is essential for achieving clients’ investment goals.

Within five years of building her independent investment advisory from the ground up,
KW Wealth Management became one of the fastest-growing firms registered in
California.
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Before launching KW Wealth Management, Kimmy served as Vice President and
Senior Financial Consultant at Charles Schwab Corporation for 13 years, where she
expertly managed an $800 million portfolio and provided strategic advice to high-net-
worth clients. Prior to that, she honed her financial operations and market intelligence
expertise with her nearly decade-long experience at E-Trade. There, she served as
Manager of Asia Pacific Relationship Management and Mutual Fund Operation
Analyst, leading a global team of bilingual stockbrokers across European and Asian
markets. 
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Kimmy holds multiple FINRA Securities Exams and professional licenses and is a member with the CFA Society Sacramento. 

Fluent in Mandarin and Cantonese, with knowledge of Japanese and sign language,
Kimmy connects with clients across cultures. Kimmy also dedicates her time to
financial literacy training for youth and high school students.