Huan Wang
Advisor at Fidelity
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Advisor at Fidelity
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Location
South Pasadena, CA
Credentials
CFA®, Series 66
Industry experience
3 years
Paige Wang is a Financial Consultant with experience in financial advising roles at TYWL Wealth Advisors, LLC and Signature Estate & Investment Advisors, LLC. She has worked as an Associate Advisor from 2021 to 2025, gaining expertise in providing financial guidance and support.
Her approach to financial advising involves collaboration and attentive listening, aiming to help clients achieve clarity and confidence in their financial decisions. Paige holds a California Insurance License, which supports her work in the financial services field.
Outside of her professional work, Paige has interests in fitness, football, gardening, hiking, pets, and traveling.
Based on Fidelity
South Pasadena, CA
California · Texas
fidelity Investments
2025 - Present (1 year)
TYWL Wealth Advisors, LLC
2024 - 2025 (1 year)
Tywl Wealth Advisors LLC
2024 - 2025 (1 year)
Avantax Investment Services Inc
2024 - 2025 (1 year)
Avantax Advisory services
2024 - 2025 (1 year)
Avantax Insurance Services
2024 - 2025 (1 year)
UnEMPLOYED
2023 - 2023 (1 year)
Northwestern Mutual Investment Management
2023 - 2023 (1 year)
Michael Waxberg
2023 - 2023 (1 year)
Royal Alliance Associates, Inc
2022 - 2023 (1 year)
Signature Estate & Investment Advisors LLC
2021 - 2023 (2 years)
UnEMPLOYED
2015 - 2021 (6 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
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