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February 2023 by Melinda T.
Definitely recommend Sunny! very easy to talk to and he was very straight forward with the next steps, I did the free consultation with him and he did not push any of his services, esp right now when it not necessary. Will be looking to work with him in the future when its necessary but with just with consultation it was very helpful and comprehensive.
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December 2021 by Hara C.
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!
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November 2021 by Annie N.
I was searching for a financial advisor and glad that I came across Sunny's business. After my initial consultation with Sunny, I decided to go with the comprehensive financial planning service to help with cash flow analysis, retirement, investment options, tax planning, etc. Working with Sunny has helped me feel more confident and prepared with my financial planning and working towards my personal goals. I appreciate that the service includes action items for me to work on and Sunny checks in quarterly to keep me on track. I highly recommend a consultation with Sunny for anyone looking for an financial advisor or just looking to get more organized with their finances.
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September 2021 by Jennifer M.
Sunny was AMAZING! I found him online and called for what I thought would be a very quick consult in my early research phase. Instead, he generously spent almost two hours total (over a couple days, a week apart) listening, considering, and advising me on how to approach a new situation my family was experiencing. His input was invaluable and honestly changed my whole outlook on what was possible. Although my family ended up changing our plans so we didn't need Sunny's services after all, his help was still instrumental in helping us through that very challenging phase. The combination of his expertise and his positive presence alleviated a great deal of stress. He was kind, thoughtful, generous, an excellent listener, clear communicator, and fit beautifully with our family's general outlook on the Universe as an abundant and positive place. I would gladly work with him in the future!
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September 2021 by Kevin K.
Sunny's been a great financial advisor to work with! I started working with him after a friend referred me over, and he took a call from me to give some advice before we even formally started working together on a financial plan. Sunny helped me build confidence in planning for retirement, protecting my finances and much more. He's super responsive and patient with my questions. I'd highly recommend anyone looking for a financial advisor to reach out to Sunny -- he's truly an advocate for your financial health and goals!
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September 2021 by Mika Stratton
Sunny is not only an experienced, knowledgable & invested (pun intended!) financial planner, but also has numerous qualities that have become increasingly rare & precious including (but certainly not limited to) solid communication skills, strong attention to detail, a broader understanding of financial planning (including some degree of tax concerns/impacts), and a long-term relationship building perspective.Given my own Customer/Client Services/Success based background, and my expectations of a certain level of professionalism and efficiency, as a former COO, I have exceptionally high standards, and Sunny impressed me from the start and has continued to do so throughout most of our interactions. Hence, I can confidently & enthusiastically recommend his services to friends, family, and strangers alike.
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August 2021 by Andrew D.
All the comments below describing Sunny as knowledgeable, friendly, passionate about your investment and future are 100% TRUE!! He works fast and understands the big picture of his client before he makes any suggestions. He has an amazing holistic approach to your finical situation and how to balance that with your goals. He is the finical advisor that I was looking for. And I will be suggesting my friends and family in the future. Thanks, Sunny.
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August 2021 by Mika S.
Sunny is not only an experienced, knowledgable & invested (pun intended!) financial planner, but also has numerous qualities that have become increasingly rare & precious including (but certainly not limited to) solid communication skills, strong attention to detail, a broader understanding of financial planning (including some degree of tax concerns/impacts), and a long-term relationship building perspective.Given my own Customer/Client Services/Success based background, and my expectations of a certain level of professionalism and efficiency, as a former COO, I have exceptionally high standards, and Sunny impressed me from the start and has continued to do so throughout most of our interactions. Hence, I can confidently & enthusiastically recommend his services to friends, family, and strangers alike.
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August 2021 by Zoë S.
Sunny has been such a blessing for someone like me who started off completely financially illiterate. He is patient and explains things in a friendly manner, which is what you need when you're talking through all the financial jargon and trying to wrap your head around everything. I feel more knowledgeable about my money and what steps I need to take after each call with Sunny. It's been mentioned here, but Sunny gives great advice and puts things in perspective. I had wanted to buy a house and talked it through with him, and after hearing his points plus thinking it through, I realized it wasn't quite my time to become a homeowner and to prioritize growing my portfolio. A decision that I've come to appreciate now! Seeing my investment grow in the last year has put me at ease. :) Highly recommend Sunny and don't be afraid to ask him questions! He's always prompt to respond and help out.
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May 2021 by mark rabago
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!
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March 2021 by Karthik B.
This is the first time I have ever used a financial advisor - I am so regretting not having done this sooner. Sunny educated me so much in such a short time. He provided me a complete picture of my profile with plans on how to get to my retirement goals. It was very easy working with Sunny, he is very knowledgeable and listens clearly with your interests in mind. If you don't have a financial advisor, get one soon - and I highly recommend Sunny as your financial advisor.
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February 2021 by Victor L.
Sunny is an amazing financial advisor. He is super knowledgeable, very easy to talk to, and always patient with questions. I found him on Yelp and was impressed by his expertise and diligence since our first conversation. He later conducted a more comprehensive financial planning for us, where he gave very actionable recommendations on critical financial decisions around retirement planning, investment, home purchase, tax saving, etc. And there's a pleasant surprise, a profound one. His view on money also helps me think more long term about it, and understand that money is a means not an end. I look forward to continuing working with him in the future, and highly recommend him for anyone who wants to take control of your financial future through careful planning and conscious decisions.
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February 2021 by Savannah S.
Extremely grateful for the knowledgeable and friendly service from Sunny. He took the time to listen to our situation and gave us honest feedback about what we could expect and what we should plan for in the coming months in regards to changes in income, retirement planning, investments, and loan repayments. I would highly recommend his services for anyone seeking advice!
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November 2020 by Anna B.
Words cannot express the gratitude I have for Sunny Wang. He is the real deal. Sunny is everything you could ask for and more from a financial advisor. He is experienced, knowledgeable, honest, diligent, friendly and most importantly he will make your money GROW! I was referred to him by a good friend who has also had her family's money grow exponentially! After you meet with Sunny for your first consultation, you will see for yourself how AMAZING he is. During these hard times, it's more important now than ever to start growing your money! Sunny will give you sunshine during these dark times.
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November 2020 by Andrew B.
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.
