Theresa Wan



Theresa Wan

Theresa C. Wan, CFP®, CFA firmly believes that everyone should have a financial plan in place. She founded TCW Financial Planning to provide hourly, as-needed financial advice to individuals and families in the North Jersey and New York City area, regardless of their income or net worth. She is passionate about educating and empowering others to make wise financial decisions in their own lives.

Author's Latest

  • April 19, 2013

    Every year during tax season, we would get urgent calls from clients who are about to go meet their accountants or who are already sitting at their accountant’s office with missing paperwork.

    I’m sure this is a scenario that all of us have...