Kimmy has more than 20 years of financial industry experience, as well as sales and marketing, and portfolio management experiences in U.S. securities and investment industry. Her banking experiences includes manager at E*Trade and most recently Vice President at Charles Schwab. Ms. Wan is the founder and CEO of KW Wealth Management LLC, an investment advisor company located at California. Ms. Wan is FINRA 4, 7, 63, and 66 licensed. She holds a degree in finance and economics with honors from California State University, as well as an MBA from the University of Phoenix.