WenJing He
PRESIDENT
WenJing He is the Founder and President of Wen Capital Advisory Group. WenJing brings over 15 years of financial services experience to clients on both the personal wealth management and corporate services sides of the business. Prior to founding Wen Capital Advisory Group, WenJing held a variety of roles, including financial advisor, management consultant, auditor, investment banker, portfolio analyst, and financial analyst, at large corporations and financial institutions such as Edward Jones, Accenture, and Banc of America Securities.
In addition to her experience in the United States, WenJing has gained extensive international investment experience through her work and travels in China, Japan, other parts of Asia, Europe, the Middle East, South America, Africa, and Oceania. By capitalizing on her broad experience across the financial industry, WenJing has positioned the firm to provide clients with a unique and straightforward approach to investment strategy and financial planning. Guided by WenJing’s vision, the firm empowers clients to define their financial objectives, implement disciplined strategies, and confidently pursue their long-term goals. Through thoughtful and strategic financial planning, clients are better positioned to achieve financial clarity, strengthen their financial well-being, and enhance their overall quality of life.
WenJing 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.
In her spare time, WenJing is an avid reader, world traveler, and sports enthusiast. She enjoys golfing, boxing, basketball, tennis, and running, and also loves singing and dancing as creative outlets. She is a long-time fan of the Golden State Warriors and Cal Football. During the summer of 2014, WenJing fulfilled a lifelong dream by traveling to Brazil for the FIFA World Cup, attending matches across five cities (including Rio de Janeiro, São Paulo, Salvador, and Recife)—an unforgettable experience that combined her passion for sports with her love of international travel.