Taurus Financial
Yisha Wang, CPA, CFP®, is a Partner and Co-Founder of Taurus Financial, which has been providing securities and advisory services through LPL Financial since August 2017. Prior to this role, Yisha gained experience at Goldman Sachs as an Associate from July 2014 to July 2017 and worked at EY as an FSO Associate from August 2012 to July 2014. Yisha holds a Master's degree in Accounting from St. John's University, The Peter J. Tobin College of Business, earned in 2012, and previously completed a Master's degree at Clemson University in December 2009.
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Taurus Financial
Taurus Financial is a boutique financial advisory firm catering to executives, entrepreneurs, and businesses across the United States. Our Services include: - Comprehensive Financial Planning, emphasizing equity compensation planning and estate planning. - Wealth Management, specializing in complex products such as structured notes and alternative investments. - Small Business Benefit Plans, encompassing 401k, defined benefit plans, group health insurance, and more. Disclosure: • Securities and advisory services offered through LPL Financial, a registered investment advisor. Member SIPC spic.org • Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. • The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.