Pingzhi Wang

Employer firm

Transglobal Advisory, LLC CRD 168709

$58.3M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• CASH MANAGEMENT AND ESTATE PLANNING

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 10/2015 → 09/2017
  Unemployed
  Rowland Heights, CA
• 09/2017 → 04/2019
  Cheung & Chu Cpa, A Professional Corp
  West Covina, CA
• 01/2019 → Present
  Transglobal Insurance Agency
  Monrovia, CA
• 04/2019 → Present
  Pw Cpa, A Professional Corp
  Diamond Bar, CA
• 10/2025 → Present
  Transglobal Advisory, Llc
  Monrovia, CA

Other Businesses

1. PW CPA, A Professional Corp, CEO, Salary, 20 hours per week 2. Transglobal Insurance Agency, Insurance Agent, commission based, 20 hours per week

Designations

• Certified Financial Planner