CoverProfile

William Wang

President

Community First Bank

United States, Washington, Kennewick

About Me

I am a motivated and devoted financial consultant specializing in portfolio management and fiduciary financial planning. Within the last seven years working in financial industry, I have attained the CFP® designation, advised over 50 clients to reach their financial goals and have had the opportunity to share the value and importance of having a fiduciary Road M.A.P (Money and Planning) to countless individuals. I guide successful goal-oriented experiences for my clients’ through my passion for financial analysis and critical thinking, coupled with selfless and client-centric service. These are all essential qualities in a fiduciary fee-only financial consultant. My experience as a busine

View more

Profile Information

President

Community First Bank

Investment Team,Operations Team

Investor

RIA/Wealth Manager/Asset Manager

Kennewick

Washington

United States

Aug 22, 2025

You Might Like

RA
Richard A. Davies
Partner, COO & CCO
O‘Brien Wealth Partners LLC
JB
Jared Burke
Chief Operating Officer
Crescent Wealth Partners
DH
Dennis Hanson
Principal
Jamison Hanson
BH
Bob Helmer
President Emeritus
Baldwin Wallace University