Austin Wang, CFP® | Founder of a Family Office

Certified Financial Planner (CFP®), Certified Tax Agent (EA), Founder of Meta Mega Group Family Office.
With multiple professional licenses in insurance, real estate, lending, and taxation, we focus on providing comprehensive wealth and immigration planning for Chinese families and cross-border clients in the United States.

The service scope includes:

• Tax planning and tax filing

• Retirement and Education Planning

• Trusts and Estate Transfer

• Life insurance and annuity planning

• New immigrants landing and cross-border asset structuring

Adhering to the principles of "professionalism, stability, and long-term support," we help clients achieve holistic planning for their identity, family, and wealth in the United States, and establish a sustainable family wealth succession system.

My career began in the banking industry in China, which gave me a deep understanding of the nature of business and capital. After coming to the United States, as a serial entrepreneur, I experienced the challenges and opportunities of building a business from scratch, and I came to appreciate the importance of financial planning for a family and a business.

In this process, I discovered a common dilemma: clients often receive fragmented advice. Tax advisors are unclear about clients' investment portfolios, and financial advisors are unaware of clients' real estate liabilities, ultimately leading to seemingly correct partial decisions that may harm overall financial health.

I realized that what clients really needed was not an "information transmitter," but a "strategic analyst" who could "integrate" all the information. To become that person, I systematically obtained professional qualifications in a series of fields, including financial planning (CFP®), tax (EA), real estate, and lending, and gained in-depth practical experience in real estate, insurance, and lending businesses.

Today, I've established my personal office to provide clients with this rare, integrated strategic perspective that combines multidimensional experience. My goal is to become your most trusted financial advisor, helping you make wiser, more forward-thinking decisions.