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Yisha W
CFP®, Series 63, Series 65
Walnut Creek, CA
Empirical Wealth management
Yisha Wang is a CFP® professional at Empirical Wealth Management with eight years of industry experience. She has worked at firms including Mariner Wealth Advisors, Northwestern Mutual Wealth Management Company, and Wedbush Securities Inc. Outside of finance, Wang is a dance instructor at LDS Studio, where she leads classes focused on mobility and flexibility exercises. Empirical Wealth Management serves individuals, trusts, estates, charitable organizations, pensions, and profit-sharing plans with a range of fee-based investment management and financial planning services. The firm employs a diversified investment approach grounded in Modern Portfolio Theory and offers affiliated real estate, insurance, and estate-planning referral services.
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