• Investing is not risky; NOT investing is risky.

  • The habits you form here will be with you for the rest of your life.

  • Behind me is infinite power, before me is endless possibility, around me is boundless opportunity. Why should I fear?

  • Don't just look for a great opportunity; Try to capture an opportunity and make it great.

  • Nothing in life is to be feared. It is only to be understood.

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EXECUTIVE TEAM



Wen-Jing He

Wen-Jing He

President

Wen-Jing He is the Founder and President of Wen Capital Advisory Group. Wen-Jing brings over a decade of financial services experience to the clients on both the personal wealth management and corporate services side of the business. Prior to Wen Capital Advisory Group, Wen-Jing worked as a financial advisor, a management consultant, an auditor, an investment banker, a portfolio analyst, and a financial analyst at the large well-known corporations and financial institutions including Edward Jones, Accenture, Banc of America Securities, and etc.

Besides her experience in the States, Wen-Jing has gained extensive international investment experience through her work and traveling in China, Japan, other parts of Asia, Europe, the Middle East, South America, Africa, and Oceania. By capitalizing on her vast experience behind the scenes of financial industry, Wen-Jing is able to position the firm in a right way in this new economy to offer the firm's clients a unique and clarified approach to investment strategy and financial planning, to help the clients clearly shape their visions, and get them motivated to be disciplined in executing the strategies to reach their financial goals. As a result of the strategic financial planning conducted by the firm, the clients can drastically improve the quality of their life.

Wen-Jing earned her degree in Economics from The University of California, Berkeley where she earned an honor status with the International Honor Society for Economics. She currently holds Registered Investment Adviser registrations as well as her health & life insurance license. Besides English, Wen-Jing is fluent in Chinese (Mandarin) and Japanese.

In her spare time, besides being an avid reader and a world traveler, Wen-Jing is a sports fanatic as she enjoys playing basketball, playing tennis, boxing, golfing, running, and snowboarding. She is a long-time Golden State Warriors fan and Cal football fan. During the summer of 2014, also as a long-time soccer fan, Wen-Jing went on a month long trip for the Brazil World Cup, attending a number of World Cup matches across 5 different cities in Brazil, a truly once-in-a-lifetime experience for her.


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