Peter Wang

Peter Wang

Financial Advisor

Phone: (714) 283-.2377 x14
Fax: (866) 501-0515
E-mail:


Peter Wang brings 20 years of experience in the financial services industry, and has a mission to be an independent, client focused, and innovative advisory services firm, specializing in Due Diligence and Fiduciary Responsibilities of the 401(k) and 403(b) Plan Sponsors.

Qualifications and Educations:

  • University of California Los Angeles – BA
  • Executive MBA - Claremont Graduate University/Peter Drucker Graduate School of Business
  • PLANSPONSOR Retirement Professional - PLANSPONSOR Institute
  • Accredited Investment Fiduciary - Center for Fiduciary Studies in association with the University of Pittsburg Joseph M. Katz Graduate School of Business
  • Royal Alliance Associates Inc., – Registered Principal