Irving Wang


    Focus: Insurance Strategies, Investment Strategies, Business Owners, Retirement Income Planning, College Funding Strategies, Group Benefits, Business Succession Planning, Estate Planning, Financial Education, Risk Management Strategies, Charitable Giving

    Languages: English, Chinese – Mandarin

    I offer total financial needs analysis through a network of experienced professionals with expertise in:

    • Advisory services
    • Retirement analysis and programs
    • Estate strategies
    • Employee benefit and retention services
    • Business continuation strategies
    • Trust services*

    *Trust services offered through the MassMutual Trust Co., FSB

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    Contact Irving

    *Fields are required

    City of Industry District Office

    Satellite Office

    17890 Castleton St #128
    City of Industry, CA 91748

    CRN201912-180567