Though we didn't end up going with Sunny's services I wanted to share that he was very attentive to us and gave us a very lengthy consultation for free. He has many clients in the bay and seemed to have great knowledge of investment strategies. Very grateful for your time and advice. Would highly recommend him!
May 2021
If you are considering hiring a Financial Advisor look no further than Essence Wealth. Sunny Wang is very professional and responsive. If I have any questions regarding my account, he is always on top of it! I value his service and timely response. I highly recommend Sunny and Essence Wealth for all your Financial needs!
November 2020
Sunny was an absolute pleasure to talk to, and he provided me with several useful tips on my personal finances that I hadn't been aware of. High professional, knowledgeable, friendly, and accommodating with his time. Would highly recommend.
We are an experienced and independent fiduciary financial advising firm that helps people Save, Grow, Protect, and Enjoy their money.
Our comprehensive financial planning approach includes, financial planning, investments, insurance, tax planning, estate planning, retirement planning, alternative investments, cash flow analysis, financial decision making assistance, business planning, college planning, employee benefits, etc.
Let us worry about your future so you can focus on the present!
Make sure you check us out on Yelp! We have plenty of 5 star reviews on Yelp.
