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Our Team

Lei Wang, CFP®, MBA, CFS, CRPC®

“I love seeing the reaction from clients when they realize there is a better way to protect their assets and reduce their tax burden.”

For over 20 years, Lei has helped successful people achieve clarity and completion in their planning. She has extensive technical expertise and real-world wisdom gained from helping clients over the years.

Her goal is to help you create, preserve and transfer wealth more effectively than you are now.

A Chinese native, Lei attended the Rensselaer Polytechnic Institute where she graduated with a Master’s Degree in Business Administration (Financial Services). Her credentials include:

  • Masters of Business Administration (MBA)
  • CERTIFIED FINANCIAL PLANNER™ professional (CFP)  
  • Chartered Retirement Planning Counselor (CRPC)
  • Certified Fund Specialist (CFS)

About Lincoln Financial Advisors

Lincoln Financial Advisors falls under the umbrella of Lincoln Financial Group; the marketing name for which Lincoln National Corporation (NYSE: LNC) operates.

LNC traces its roots back to 1905 and operates through the creed of "Serving Clients First, Last and Always℠.” Our goal is to understand what matters most to you. It begins with a question: "What are you ultimately trying to achieve in your business and/or your personal financial life?"

Once we understand what's most important to you and have analyzed your data; we can share strategies and financial planning concepts that could positively impact your results.

Our job is to educate you on your options so that you can make informed decisions.

Led by over 9,000 employees, Lincoln Financial provides the tools and advice to help individuals take charge of their futures.