Working toward your goals It starts with a strategic plan
Kevin James Wang, CFP® CEPA®
First Vice President - Wealth Management
CERTIFIED FINANCIAL PLANNER™
Portfolio Manager
Certified Exit Planning Advisor (CEPA®)
208-947-2015
The Mallard Building
1161 West River Street
Suite 340
Boise, ID 83702
Trusted financial advice is more important today than ever. As your Financial Advisor, your financial goals are the focus of everything I do. I want to learn all I can about you, so I can address your most important priorities with a detailed plan that puts your goals within reach. My aim: to be your advisor, committed to a relationship that’s relevant to your life and focused on your financial success.
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