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Balanced Wealth Management | Financial Planner East Greenwich, RI

Balanced Wealth Management | Financial Planner East Greenwich, RI

Balanced Wealth Management partners with pre-retirees in East Greenwich, RI, putting you and your future first to help you achieve a successful retirement.

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Meet Liu

Dr. Liu Wang, PH.D., CFA, CAIA, CFP®

Dr. Liu Wang, PH.D., CFA, CAIA, CFP®

Liu is the Director of Research at Balanced Wealth Management, with duties including analyzing investment options and performances, as well as asset allocation strategies.

As a Professor of Finance at Providence College, Liu teaches various courses at both undergraduate and graduate levels, and her primary research interests include asset valuation, investments, corporate finance, and emerging markets.

Liu earned her doctorate degree in finance from Old Dominion University. She has published numerous articles in leading academic journals and is a frequent speaker at local and international conferences. In addition, Liu holds executive board positions in many local and international organizations, including the CFA Society Providence, WaterFire Providence, Coastline EAP, RIACAP, and Haozhong Information Technology Co., Ltd.

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378 Main Street Suite 105
East Greenwich, RI 02818
401-398-2000
rauclair@balancedwealth.com

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