James Wang, the founder of Bixy Wealth, is a fee-only Registered Investment Advisor based in San Mateo, CA. James holds a MBA in Finance from the Kellogg School of Management at Northwestern University, and a BA in Political Science from Northwestern University.

James started his professional career in 2008 at the D. E. Shaw group, a global hedge fund where he had a front-row seat to the impact and lessons of the Great Financial Crisis. Since then he has built a successful executive career in business strategy leadership roles at SF Bay Area technology companies.

Personal finance is James’s personal passion, and James founded Bixy Wealth to harness this passion into helping others define and reach their own financial goals.

Bixy is inspired by “Bixi” — a dragon-headed turtle from Chinese mythology known for its strength and endurance. Traditionally, Bixi carries heavy stone tablets, symbolizing wisdom and lasting legacy. This symbolism inspires James to help clients build resilient financial foundations that support their goals and create prosperity for themselves and future generations.