Whether you’re planning for retirement, funding education, creating a tax-efficient wealth strategy, or seeking insurance solutions, AceOne Wealth & Tax Adviser is here to help you navigate the complex landscape of today!

Lin Wang, CPA, CFP® Candidate

Founder

 

As a CFP® Candidate with 20+ years of experience as a CPA, Lin Wang is more than just a financial expert—she is a dedicated partner in helping individuals and small businesses navigate the complexities of their financial journey. Passionate about empowering her clients, Lin specializes in optimizing tax and financial strategies that provide security, drive growth, and build lasting wealth.

 

By actively listening and engaging with her clients, Lin uncovers their unique needs and crafts personalized solutions that integrate tax planning, retirement strategies, education funding, and insurance protection. She also provides estate tax planning insights and connects clients with legal professionals for specialized estate matters, ensuring a seamless approach to financial well-being.

 

Licensed in New Jersey and California, Lin’s background includes a Master of Science in Accounting from Binghamton University and an LLB in International Business Law from the University of International Business and Economics in Beijing. Her extensive experience spans a “Big 4” accounting firm and tax roles in the pharmaceutical, construction, and financial services industries—giving her a well-rounded perspective on both personal and business financial needs.

 

Whether you’re a business owner looking to optimize tax strategies or an individual seeking long-term financial security, Lin is committed to guiding you every step of the way with expertise, care, and a deep focus on your financial security and peace of mind.