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Cherie Wang

Financial Planner

Zuk Financial Group

United States, California, Placentia

About Me

Cherie Wang is a CERTIFIED FINANCIAL PLANNER™ and Registered Representative with LPL Financial. As a Registered Representative, Cherie holds FINRA series 7 & 66 registrations with LPL Financial and Valley Wealth Strategies and is also licensed with the California Department of Insurance for Life, Disability, Long Term Care Insurance, and Variable Annuities. Cherie is an enrolled agent (EA), a federally authorized tax practitioner who has technical expertise in the field of taxation and who is empowered by the U.S. Department of Treasury to represent taxpayers before all administrative levels of the Internal Revenue Service. Cherie earned her Master of Science degree in Finance from th

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Profile Information

Financial Planner

Zuk Financial Group

Investment Team

Investor

RIA/Wealth Manager/Asset Manager

Placentia

California

United States

Jun 24, 2024

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