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Kimmy Wan
- Apr 13
- 7 min
Mastering Your Money: Six Financial Planning Tips
Financial planning is like a map that guides you on your financial journey. It involves setting goals, creating a plan to reach them, and...
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Kimmy Wan
- Dec 23, 2022
- 6 min
What are the options for 1031 Exchange?
In 1998, I began my career as a mutual fund operation analyst with one of the largest financial investment firms on Wall Street. Then, I...
128 views0 comments


Kimmy Wan
- Jan 27, 2022
- 5 min
Big Picture in February 2022
This article represents the opinion of the writer. As always, though, you should remember to consider every piece of investment...
125 views0 comments


Kimmy Wan
- Mar 10, 2021
- 7 min
Top 7 Advice for Any Investor
What a year in 2020! It was just over a year after I founded my minority women-owned investment management company. Then in January 2020,...
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