Frances Fang, CFP®, CPA, currently serves as a Wealth Manager at CAPTRUST, a position held since September 2022. With a diverse background in financial services, Frances gained experience as a Financial Advisor, Associate Financial Advisor, and Investment Operations Specialist at Wolf Group Capital Advisors from October 2012 to August 2022. Prior roles include Tax Specialist at The Wolf Group, PC, and Business Consultant with Frances Fang, C.P.A, alongside project management at the Representative Office of the State of Georgia, and leadership as Managing Partner at Shanghai Solution, LTD. Frances began a career in finance as a Financial Management Consultant with Grant Thornton (US) and as a Trust Accountant at SourceOne Financial Services, INC. Frances holds a Bachelor's degree in Accounting and Finance from Loyola University Maryland and an Executive Certification in Financial Planning as a Certified Financial Planner from Georgetown University.
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