Vanderbilt is happy to announce one of the newest additions to our growing firm, financial professional, Winston Wang, CFP®! Winston joins us from Jericho, NY.
Winston Wang is dedicated to helping clients achieve their overall financial goals, including wealth accumulation, growth, and protection. He earned his MBA from the Wharton School, where he majored in finance. As a Certified Financial Planner™, Winston has demonstrated his expertise by meeting rigorous standards in education, training, and ethics.
An accomplished table tennis player, Winston was crowned the 2023 U.S. Open Champion in the Men’s Over 50 Singles category. Beyond sports, he volunteers with CHESSanity, a nonprofit organization committed to promoting chess among K–12 students across the United States. Together, Winston and his wife have raised two Ivy League graduates, Warren and Wesley, the latter of whom was recognized on the 2025 Forbes 30 Under 30 list.
“Vanderbilt’s unique culture fosters a creative and entrepreneurial spirit, driving innovation and growth. Its extensive resources empower affiliated advisors to achieve meaningful and sustainable growth.” – Winston Wang, CFP®
“Winston’s dedication to his clients and his community makes him a great addition to the Vanderbilt family. We are excited to have Winston on board” – Heidi Distante, CEO
