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Meet Jennie Tang

With more than 15 years of experience in the financial services industry, Jennie Tang is known for delivering clear, strategic guidance that helps clients build and protect lasting wealth. She focuses on education, transparency, and real results—making complex decisions simple and empowering clients to create strong financial legacies.

Specializing in retirement rollovers, tax-efficient strategies, legacy planning, and long-term care, Jennie delivers personalized solutions that align with each client’s goals. Her approach is practical, empowering, and purpose-driven—providing confidence today and security for the future.

  • Tax-Advantaged Retirement Strategies

  • Rollover Specialist (401k, 403b, TSP)

  • Life Insurance Solutions & Living Benefits

  • Business Owner Financial Strategies

  • Legacy Planning

  • Strategic Asset Planning

  • Long-Term Care Solutions

  • Guaranteed Retirement Income

  • Leadership Development

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Areas of Expertise

Areas of Expertise

Whether you're an individual preparing for retirement or a business owner seeking advanced financial strategies, Jennie's mission is to deliver clarity, protection, and confidence at every stage of life. Her leadership development work has helped mentor countless professionals within the financial space, and her client-first philosophy remains the cornerstone of her success.

Schedule Appointment

If you’re interested in joining our team or learning more about financial education, please fill out the form below. Let’s work together to achieve your financial goals.