Essence Wealth & Insurance Services

Mika Stratton 

on Google

3 years ago

Sunny is not only an experienced, knowledgable & invested (pun intended!) financial planner, but also has numerous qualities that have become increasingly rare & precious including (but certainly not limited to) solid communication skills, strong attention to detail, a broader understanding of financial planning (including some degree of tax concerns/impacts), and a long-term relationship building perspective. Given my own Customer/Client Services/Success based background, and my expectations of a certain level of profession... read more

Anonymous 

on Google

3 years ago

Sunny is not only an experienced, knowledgable & invested (pun intended!) financial planner, but also has numerous qualities that have become increasingly rare & precious including (but certainly not limited to) solid communication skills, strong attention to detail, a broader understanding of financial planning (including some degree of tax concerns/impacts), and a long-term relationship building perspective. Given my own Customer/Client Services/Success based background, and my expectations of a certain level of profession... read more

Karthik Balachandran 

on Google

4 years ago

This is the first time I have ever used a financial advisor - I am so regretting not having done this sooner. Sunny educated me so much in such a short time. He provided me a complete picture of my profile with plans on how to get to my retirement goals. It was very easy working with Sunny, he is very knowledgeable and listens clearly with your interests in mind. If you don't have a financial advisor, get one soon - and I highly recommend Sunny as your financial advisor. 

mark rabago 

on Google

4 years ago

If you are considering hiring a Financial Advisor look no further than Essence Wealth. Sunny Wang is very professional and responsive. If I have any questions regarding my account, he is always on top of it! I value his service and timely response. I highly recommend Sunny and Essence Wealth for all your Financial needs! 

Zach Moore 

on Google

5 years ago

My wife and I visited Sunny for general financial advisement and whether or not it was realistic to buy a home. He spent more than an hour with us giving us financial planning advice and helping us assess our savings and debt. He answered every question we had thoroughly without ever seeming like he was "keeping" information for later visits or leading us on. We left feeling more confident in our finances and with a better plan than we had going in. I highly recommend him for bay area financial advisement.