Shannon Wang, EA
Financial Advisor
About
With a strong foundation in financial risk analysis developed during her eight-year tenure at Berkshire Hathaway, Shannon brings deep expertise and a track record of analytical excellence to LightUp Financial.
She holds both a Master's and Ph.D. in Engineering from the University of California, Berkeley, where she developed the rigorous problem-solving mindset that now informs her work in financial services. Over the past seven years, Shannon has expanded her credentials by earning securities, tax, and insurance licenses—demonstrating her commitment to continuous learning and cross-disciplinary excellence.
Background
At LightUp, Shannon's unique blend of technical precision and client-focused planning allows her to deliver highly tailored solutions across tax strategy, retirement planning, and financial advisory services—helping clients navigate complex financial decisions with clarity and confidence.
Education
Master's and Ph.D. in Engineering from the University of California, Berkeley.
