Frances Fang, CFP®, CPA
FRANCES FENG, CFP®, CPA
Frances is a Financial Advisor at Wolf Group Capital Advisors. She manages day-to-day portfolio activities for clients and assists Senior Advisors with investment, financial planning, operational and portfolio related matters. Additionally, she serves as the liaison between the Firm’s tax division and wealth management clients during tax season. Frances enjoys working closely with clients and providing them with exceptional client service.
Prior to joining the team in October of 2012, Frances was a part of the Firm’s Tax Compliance division and was involved in tax return preparation as well as numerous large special interests engagements involving foreign account and foreign asset disclosures.
Frances holds a Bachelor of Business Administration degree from Loyola University Maryland with a concentration in Accounting. She also holds an Executive Certificate in Financial Planning from Georgetown University. Frances is a Certified Public Accountant in the state of Maryland as well as a Certified Financial Planner (CFP®).
Frances lived and worked as an expat in Shanghai, China for many years. She is fluent in Mandarin Chinese as well as the Shanghainese dialect.