Peter Wang

A Registered Principal with more than 30 years of experience, Peter Wang empowers businesses and non-profit organizations to achieve their retirement plan goals. He delivers practical plan design solutions and comprehensive fiduciary guidance, all built upon a foundation of strong, trusted client relationships.

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Peter serves as a proactive personal advocate, examining plans to uncover and resolve critical concerns such as lack of fee transparency, fiduciary shortcomings, conflicts of interest, and plan design inefficiencies, resulting in client retirement plans are robust and effectively managed.

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Peter's academic background includes a BA in Economics from UCLA, an MS in Applied Psychology from USC, and an Executive MBA from Claremont Graduate University. He's also spoken at events such as the Native American Finance, 401k Exchange, Regional Retirement Plan Conferences, and U.S. Department of Labor community outreach events.

Outside of work, Peter loves spending time with his family, exploring new cuisines through cooking and dining, traveling, and passionately cheering on Los Angeles sports teams.