About Us

With a strong foundation in financial risk analysis honed over seven years at Berkshire Hathaway, Shannon Wang brings a wealth of expertise and a proven track record of excellence to her role as Founder and CEO of Lucrewise Financial. Her academic journey began at the University of California, Berkeley, where she earned both a master’s and Ph.D. in Engineering, cultivating a rigorous analytical mindset that she seamlessly transitioned into the financial services industry. Over the past seven years, Shannon has further expanded her skill set, earning licenses in securities, tax, and insurance, and demonstrating her commitment to continuous growth and adaptability.

As a respected thought leader, Shannon is frequently invited as a guest speaker at top-tier institutions, including UC Berkeley and Stanford University, where she shares her insights on financial strategy, risk management, and innovation. Her entrepreneurial vision and multidisciplinary expertise led her to establish Lucrewise Financial, a firm dedicated to providing tailored, forward-thinking financial solutions that empower clients to achieve their goals.