About Kimmy Wan, MBA

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Kimmy Wan, an inspiring entrepreneur and trailblazer, has successfully navigated numerous challenges to establish herself as a leader in the financial services industry. With over 25 years of experience, she founded KW Wealth Management LLC, an independent registered investment advisory firm, building it from the ground up. Within five years, KW Wealth Management became one of the top thriving firms registered in California.

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Before launching KW Wealth Management, Kimmy served as Vice President-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. Previously, at E-Trade Financial Corporation for eight years, she excelled as Manager of Asia Pacific Relationship Management and a Mutual Fund Operation Analyst, leading a global team of bilingual stockbrokers across European and Asian markets, delivering crucial market insights and data management. 

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Kimmy's accomplishments are a testament to her dedication and perseverance. She has passed multiple FINRA Securities Exams, is affiliated with the CFA Society Sacramento, and holds several licenses and certifications, including a Life, Health & Variable Annuity Insurance License. 

She graduated from California State University, Sacramento, with a Bachelor of Science in Finance and Economics and later earned her MBA in Finance from the University of Phoenix. In 2009, she completed the CFP Professional Education Courses, and in 2016, she was recognized by the California State Senate for promoting cultural diversity.

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Fluent in Mandarin and Cantonese, with knowledge of Japanese and Chinese sign language, Kimmy connects with clients across cultures, making them feel welcome. Her commitment to excellence and her impressive achievements as a minority woman immigrant entrepreneur have established her as a leading authority in the financial industry and an inspiration to many.

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Kimmy also dedicates her time to financial literacy training for youth and high school students. She is actively involved in various charitable activities, and part of KW Wealth Management's profits go back to the community they serve.