Eric Wang

Eric Wang, CPA, currently serves as Senior Financial Planner at The Bonadio Group since December 2019, where responsibilities include client meeting preparation, trust document analysis, retirement and investment planning using Emoney and Morningstar, and tax return preparation. Previous roles include Associate Financial Planner, Audit Senior, and Audit Staff Accountant, focusing on leading audit engagements and financial statement analysis. Eric gained experience as a Parking Officer at SUNY Geneseo, and as an Accounting Intern at Diamond Properties, where tasks involved transaction processing and bank statement reconciliation. Eric holds a Bachelor of Science in Accounting and a Bachelor of Arts in Music Performance (Cello) from SUNY Geneseo.