DuoInsight Financial Group
Team DuoInsight
Our team is led by highly skilled professionals with over 20 years of experience in wealth management, taxation, and investment planning. They hold a Wharton MBA, a Berkeley degree, a graduate degree in Taxation and certifications as a CPA (Certified Public Accountant), CFA (Chartered Financial Analyst), CAIA (Chartered Alternative Investment Analyst), CFP (Certified Financial Planner), Real Estate Broker, Real Estate Loan Agent, and Insurance Agent. With their extensive knowledge and experience, they have helped clients reach their financial goals and achieve long-term financial stability.
Chief Executive Officer (CEO), Founder
Sabrina Wang
Founder and Chief Executive Officer (CEO) of DuoInsight Financial Group. Sabrina brings a wealth of knowledge and experience to the table, holding licenses as a CPA, real estate broker, and life agent. With a strong educational background, she graduated from UC Berkeley with dual majors in Economics and Molecular and Cellular Biology, and went on to receive her M.S. in Taxation with high honor from Golden Gate University.
Sabrina has extensive experience in the financial industry, having worked in senior tax management positions at several top technology companies in Silicon Valley, where she was responsible for corporate tax compliance and planning. She also spent time at Ernst and Young, US big 4 accounting firms, where she specialized in merger and acquisition tax consulting. With her knowledge and expertise, Sabrina is well-equipped to help you achieve your financial goals.