top of page
Our Team image Wen Capital Advisory Group

Executive Team

Wen-Jing He Wen Capital Advisory Group
Wen-Jing He


Wen-Jing He is the Founder and President of Wen Capital Advisory Group. Wen-Jing brings over a decade of financial services experience to the clients on both the personal wealth management and corporate services side of the business. Prior to Wen Capital Advisory Group, Wen-Jing worked as a financial advisor, a management consultant, an auditor, an investment banker, a portfolio analyst, and a financial analyst at the large well-known corporations and financial institutions including Edward Jones, Accenture, Banc of America Securities, etc.

Besides her experience in the States, Wen-Jing has gained extensive international investment experience through her work and traveling in China, Japan, other parts of Asia, Europe, the Middle East, South America, Africa, and Oceania. By capitalizing on her vast experience behind the scenes of financial industry, Wen-Jing is able to position the firm in a right way in this new economy to offer the firm's clients a unique and clarified approach to investment strategy and financial planning, to help the clients clearly shape their visions, and get them motivated to be disciplined in executing the strategies to reach their financial goals. As a result of the strategic financial planning conducted by the firm, the clients can drastically improve the quality of their life.

Wen-Jing earned her degree in Economics from The University of California, Berkeley where she earned an honor status with the International Honor Society for Economics. She currently holds Registered Investment Adviser registrations as well as her health & life insurance license. Besides English, Wen-Jing is fluent in Mandarin, Shanghainese, and Japanese.

IIn her spare time, besides being an avid reader and a world traveler, Wen-Jing is a decent singer & dancer, and a sports fanatic, who enjoys golfing, boxing, playing basketball, playing tennis, running, snowboarding, etc. She is a long-time Golden State Warriors fan and Cal football fan. During the summer of 2014, also as a long-time soccer fan, Wen-Jing went on a month-long trip for the Brazil World Cup, attending a number of World Cup matches across 5 different cities (Rio de Janeiro, São Paulo, Salvador, Recife, and Paraty) in Brazil, a truly once-in-a-lifetime experience for her.

bottom of page