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Our Team

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Xin headshot

Xin Wang, PhD, CFP®, AEP®

Founder and Financial Advisor

Xin Wang is a nationally recognized leader in the financial services industry and the Founder of Abacus Financial Strategies LLC, based in Houston, TX. With a proven track record of excellence, he was renamed a Forbes National Top Financial Security Professional1 in 2025 and achieved the prestigious role of Council2 President at New York Life in 2024. This once-in-a-career honor recognizes Xin as the top-ranking individual out of the company’s 12,000+ professionals. Notably, he is the first individual to assume this role after serving two consecutive terms as Council Vice President.

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Wei Wei, MBA, CFA®

Associate Financial Advisor

Wei is Associate Financial Advisor and Head of Office Operations, recognized for blending global business experience with disciplined financial planning to support the firm’s high-net-worth clients.

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Rena headshot

Wei “Rena” Wang, MBA, MS

Financial Advisor

Wei began her career in the financial industry in 2017. As a Financial Advisor with Eagle Strategies LLC, a wholly owned subsidiary of New York Life Insurance Company, she specializes in providing personalized advisory services and financial solutions tailored to each client’s unique goals.

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Susan Montgomery

Operations Manager

Susan brings 18 years of experience in the financial services industry to her role as Operations Manager. Prior to joining the firm in June of 2025, she held significant positions at a Houston-based investment advisory firm where she served in a leadership role and built strong client relationships.

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1. Read more about the Forbes SHOOK®Research Top Financial Security Professionals list and the ranking methodology here: https://www.forbes.com/sites/rjshook/2025/07/10/methodology-americas-top-financial-security-professionals-2025/

2. Council is an annual company recognition program based on agent production from July 1- June 30.

Get In Touch

Call: (713) 388-6789
Toll Free: (866) 676-7678
service@abacusstrategies.com

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Our Location

11 Greenway Plaza - Suite 1458
Houston, TX 77046
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Disclosure

Xin Wang is an agent licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies in the states of AL, AR (AR Insurance License #8054824), AZ, CA (CA Insurance License #0I26728), CT, FL, GA, IL, IN, KS, LA, MA, MD, MI, MN, MO, MS, NC, NJ, NM, NV, NY, OH, OR, PA, TN, TX, VA, WA, and WV. No insurance business may be conducted outside the states referenced.

As a New York Life Agent, Xin Wang is licensed and authorized to offer insurance in California and Arkansas, but Abacus Financial Strategies LLC may not be. For additional information on licensure status, please click here for California and/or click here for Arkansas.

Xin Wang is a Registered Representative of and offers securities products & services through NYLIFE Securities LLC, Member FINRA/SIPC, a licensed insurance agency, and a wholly-owned subsidiary of New York Life Insurance Company, 11 Greenway Plz Ste 1458, Houston, TX, 77046, 713-388-6789. In this regard, this communication is strictly intended for individuals residing in the states of AL, AR, AZ, CA, CT, DE, FL, GA, IL, IN, KS, MA, MD, MI, MO, NC, NJ, NM, NV, NY, OH, OR, PA, TN, TX, VA, WA, and WV. No offers may be made or accepted from any resident outside the specific states referenced.

Xin Wang is also a Financial Adviser with Eagle Strategies LLC, a Registered Investment Adviser, and a wholly-owned subsidiary of New York Life Insurance Company, offering advisory services in the states of AL, AR, AZ, CA, CT, DE, FL, GA, IL, IN, KS, MA, MD, MI, MO, NC, NJ, NM, NV, NY, OH, OR, PA, TN, TX, VA, WA, and WV. As such, these services are strictly intended for individuals residing in the states referenced.

Xin Wang is a Member Agent of The Nautilus Group®, a service of New York Life Insurance Company.

The Million Dollar Round Table (MDRT), The Premier Association of Financial Professionals®, is recognized globally as the standard of excellence for life insurance sales performance in the insurance and financial services industry.

Abacus Financial Strategies LLC is not owned or operated by NYLIFE Securities LLC or its affiliates.

Neither Abacus Financial Strategies LLC nor its associates are in the business of offering tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professional before making any decisions.

For more information about NYLIFE Securities LLC and its investment professionals.

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  • ABOUT
    • Our Team
    • Strategic Alliances
    • Who We Serve
  • OUR PROCESS
  • OUR SERVICES
  • RESOURCES
    • Planning Concepts
  • CLIENT PORTAL
  • CONTACT US

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