Essence Wealth & Insurance Services LLC - Santa Clara, California

mark R.

If you are considering hiring a Financial Advisor look no further than Essence Wealth. Sunny Wang is very professional and responsive. If I have any questions regarding my account, he is always on top of it! I value his service and timely response. I highly recommend Sunny and Essence Wealth for all your Financial needs!

Mika S.

Sunny is not only an experienced, knowledgable & invested (pun intended!) financial planner, but also has numerous qualities that have become increasingly rare & precious including (but certainly not limited to) solid communication skills, strong attention to detail, a broader understanding of financial planning (including some degree of tax concerns/impacts), and a long-term relationship building perspective.

Given my own Customer/Client Services/Success based background, and my expectations of a certain level of professionalism and efficiency, as a former COO, I have exceptionally high standards, and Sunny impressed me from the start and has continued to do so throughout most of our interactions. Hence, I can confidently & enthusiastically recommend his services to friends, family, and strangers alike.

Zach M.

My wife and I visited Sunny for general financial advisement and whether or not it was realistic to buy a home. He spent more than an hour with us giving us financial planning advice and helping us assess our savings and debt. He answered every question we had thoroughly without ever seeming like he was "keeping" information for later visits or leading us on.

We left feeling more confident in our finances and with a better plan than we had going in. I highly recommend him for bay area financial advisement.

Boris E.

If one is searching for a superb service regarding wealth management, insurance, finance and investment resources, look no further than Sunny Wang of Essence Wealth & Insurance Services. Sunny listens and is very attentive to unique investment structures. Having been aboard for a year, he has alresdy saved me tens of thousands of dollars and is in the process of streamlining my portfolio. He deserves a 5 star rating and more.