Advisory Board Member Eric Wang
New York Financial Educators Council
Eric Wang was selected to serve as a distinguished member of the New York Financial Educators Council’s Advisory Board as a result of his strong alignment with the financial wellness movement. Eric Wang developed his passion for finance from a very early age, and hopes to expand his reach from the professional arena into financial wellness advocacy and promotion. His ability to envision people’s financial situations from the client perspective makes him a powerful catalyst for positive behavior change.
With a Bachelor of Science degree in Accounting and CPA license, Advisory Board Member Eric Wang is well-qualified to bring unique insights to his role on the NYFEC committee. The New York Council anticipates a long and productive partnership with Eric in the coming years.
Improving Society through Financial Wellness: Eric Wang
As a Senior at The Bonadio Group, in Pittsford, NY, I am committed to providing unparalleled client service and acting in an assisting role to present solutions from our clients’ perspective, balancing their financial goals. As their trusted advisor, we can reduce the friction and stress associated with financial and estate planning. The Bonadio Group’s Private Wealth industry practice offers extensive accounting, management, and advisory services to help individuals, their families, and related entities achieve their financial goals and protect their assets.
I started working at the Bonadio Group in 2019 after earning my Bachelor of Science in Accounting at SUNY Geneseo. During my time at the firm, I obtained my Certified Public Account (CPA) license in pursuit of my passion and obtaining excellence in the field of financial planning as a future financial planner. This experience and passion allow me to have first-hand experience and to be an advocate for financial wellness.
In serving on the Advisory Board for the New York Financial Educators Council, I am excited at the opportunity to extend my passion for personal finance beyond the high net worth private wealth clients I work with in my career to also promote financial literacy to all members of the local communities. This movement is vital to ensuring the improvement of our society and my goal is to contribute by leveraging my professional knowledge to spread the message.
It is a great honor to be selected to serve on the New York Financial Education Council’s Advisory Board and I am looking forward to promoting financial literacy and financial wellness in New York communities.
New York Financial Educators Council Board Details
The New York Financial Educators Council Advisory Board Members drive our push to build sustainable, scalable economic empowerment programs that impact people’s lives at the community level. Our Advisory Board Members share their knowledge and expertise that guide financial wellness programs and donations to community members.
Our Board Members are professionals who have successfully passed a rigorous selection process and have proven their commitment to supporting the growth of sustainable financial wellness programming in their communities. Board members possess these traits:
Enthusiasm
A true sense of enthusiasm and passion for improving financial wellness, promoting the financial literacy cause, and making communities and individuals stronger through financial education and empowerment.
Involvement
Organizations and individuals who have time available to commit toward financial wellness efforts and to participate actively in Board communications.
Principles
Individuals selected to the Advisory Board are dedicated to serving their communities and have strong reputations for integrity, ethics, and honesty in their respective professional arenas.
