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Baishi Wang, Financial Advisor

FINANCIAL ADVISOR
Baishi Wang

CFP®, CFA®
160 N State Rd #102, Briarcliff Manor, NY 10510opens in a new window
Accepting New Clients
Serving clients with $250,000
CallSend Me a Message

Focus Areas

  • Retirement Savings Strategies
  • Retirement Income Strategies
  • LGBTQ+ Finances
  • Insurance & Annuities
  • Estate & Legacy Strategies
  • Intergenerational Planning

About Baishi

I am a forward-thinking, community-based financial advisor, as well as a wife and mother of two residing in Yorktown Heights, NY. Our branch is experienced with helping long-term serious investors who value professional advice and have recently retired, or aspire to obtaining a work optional lifestyle in the next 10 years. I begin each relationship by listening to my clients' stories, values and goals that are important to them. From there, we use an established and collaborative approach to build personalized strategies for our clients to accomplish their goals.

As an immigrant who left my family and home country of China...

Work History

  • Edward JonesJune 2019 to Current

Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER™

  • CFA®

    Chartered Financial Analyst®

Education

  • Manhattan CollegeMasters

Personal Interests

  • Personal Fitness
  • Reading
  • Dancing
  • Traveling
  • Spending Time with Family

Team Members

  • Ryan Kirsch
    Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 09:30AM - 05:30PM
Tue 09:30AM - 05:30PM
Wed 09:30AM - 05:30PM
Thu 09:30AM - 05:30PM
Fri 09:30AM - 04:00PM
Sat Closed
Sun Closed

Additional Hours

  • Evenings
  • Web Conferencing

Phone

(914) 488-0360

Fax

(877) 367-8579

Office Address

160 N State Rd #102
Briarcliff Manor, NY 10510opens in a new window

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