Alice Tang, ChFC®, MIM
Planning For Generations
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BPG Wealth Management
Alice Tang, ChFC®, MIM
Clackamas, OR
Serving Clients Nationwide
Planning For Generations
Areas of Focus
- Financial Life Planning
- Investment Management
- Owning a Business
- Retirement Planning
- Taxes
About Me
Alice Tang started her second career as a financial advisor in 2000. Many of Alice’s clients are female business owners and executives. She strives to be a leader and inspiration to professional women.Alice helps her clients define their relationship with money with a goal to achieve financial freedom by executing her financial planning process and leveraging tax-advantaged strategies. Her vision is a community full of confident and happy retirees, and it starts with women taking charge of their money.
Alice has frequently spoken on the topic of “Why Women need to be In Charge of their Money” and “Your Network Your Prosperity – How to Build a Strong Network by Paying It Forward”.
Professional Designations
- Chartered Financial Consultant (ChFC)
Primary Location
10151 SE Sunnyside Rd Suite 460 Clackamas, OR 97015
Meeting Options
- Video Conference
- In-Person
- Phone
Compensation Methods
- Fee Based
What to expect in the first meeting
Click the 'Book Intro Call' button above and complete the brief form or give us a call to schedule an introductory conversation. We'll get to know each other and I'll listen to understand your unique circumstances so we can determine the best way to proceed. I look forward to speaking with you.Offers Investment Management
Yes
About our Firm
BPG Wealth Management is a full service multi-generational financial planning firm that serves as your strategic partner in helping to create financial independence and confidence through the most crucial stages of your life.OUR GOAL
Our goal is to provide families, business owners, executives, and those looking for guidance in managing their assets with a plan to take control of their finances and feel confident about their future.
OUR SERVICES
Our services include financial planning, retirement services, investment advisory services, insurance solutions, and exit & succession planning for businesses.
OUR CULTURE
Our partners bring a combined 95+ years of experience as a strategic resource to help simplify your financial life. Serving clients in the Pacific Northwest and across the country since 1979, we provide you with unbiased advice based solely on your needs and goals.
As a multi-generational firm rooted with an entrepreneurial spirit, we understand the challenges that families and businesses face in both good times and bad. With a unique balance of generational and gender diversity, our team members each provide a distinct perspective that can relate to any client’s needs. A mix of different cultures and backgrounds combined with our commitment to excellence allows us to design and implement a strategy based on individual situations and objectives.
Whether you’re 4 miles or 4,000 miles away, our commitment is to you, your family, and your business to be there with you every step of the way.
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Securities and investment advisory services offered through Osaic Wealth, Inc. member FINRA/SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth.
Education
Portland State University, Master of International Management (MIM) | University of London, Bachelor of Science (B.Sc.), Computer Science
Hobbies and Interests
- Family
SEC Lookup
View DisclosureWho We Serve
- Baby Boomers
- Business Owners
- Corporate Executives
- Dual Income Family
- Families
- Gen X
- Gen Y / Millennials
- Individuals
- Intergenerational Families
- Living in Retirement
- Parents
- Women’s Finance
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