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

William Wang
President
Community First Bank
United States, Washington, Kennewick
About Me
Profile Information
President
Community First Bank
Investment Team,Operations Team
Investor
RIA/Wealth Manager/Asset Manager
Kennewick
Washington
United States
Aug 22, 2025
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