English summary
Austin Wang, CFP®, EA
I am a Mandarin-speaking CFP® and Enrolled Agent based inDiamond Bar, in the Los Angeles area. I help Chinese-American families in the United States plan for retirement and long-term care, manage taxes across a full year rather than one filing season, and pass wealth on through estate and US–China cross-border planning. We can meet in person in Diamond Bar or by video call, in Mandarin or English.
CERTIFIED FINANCIAL PLANNER™ (CFP®) · IRS Enrolled Agent (EA)
Holding both the planning and the tax credential means the tax side and the planning side are looked at by the same person — you are not relaying messages between your accountant and your advisor.
Author of Rethinking Wealth in America(《在美国,重新理解财富》), a 29-chapter guide written for Chinese-speaking families in the US.
Verify my CFP® certification at CFP Board.
What I work on
Retirement
Social Security timing, 401(k)/IRA withdrawal sequencing, Roth conversion windows, RMDs.
Long-term care
What a few years of care could cost and which savings it would come from, and how self-funding, traditional long-term care insurance and hybrid life or annuity policies with care benefits compare.
Tax
Year-round planning rather than filing season only — bracket management, tax-advantaged accounts, timing.
Business owners
Defined benefit and cash balance plans layered on Solo 401(k) for high-net-profit practices.
Estate & legacy
Wills, trusts, beneficiary alignment, and cross-border inheritance between the US and China.
Cross-border
Tax residency, pre-immigration planning, and how China-side assets fit into a U.S. retirement and estate plan.
A note on language
Nearly all of my written and video content is in Chinese, because that is the language my clients think about money in. This page exists so English speakers can confirm who I am and how to reach me. Consultations can be held in English or Mandarin.
Get in touch
Email info@austinfp.us · WeChat austinfp · YouTube @austinwangfp
Browse the Chinese site
Home ·Complete planning guide ·Free self-check lists (PDF) ·Calculators ·About
Educational information only. Nothing on this site is personalized investment, tax, legal or insurance advice. I am also a licensed insurance producer; if you choose to implement an insurance or annuity solution through me, I may receive a commission — disclosed here so you do not have to ask.