There's a reason financial
advice often feels incomplete.
SkyLantern Financial was built to change that.
THE SKYLANTERN STORY
Why SkyLantern?
The name came from a simple but powerful image: a SkyLantern rising slowly and intentionally into the night. Warm. Steady. Purposeful.
That's the energy we bring to every client relationship, clear, thoughtful guidance from someone who genuinely cares about your goals.
SkyLantern Financial was built on the belief that financial guidance should be grounded in integrity, and delivered with humanity. We created SkyLantern to be more than a financial services firm—we exist to be your trusted partner, helping clients navigate every stage of their financial lives with confidence, care, and intention.
MEET SKYLANTERN FINANCIAL
SkyLantern Financial was founded by Marina
Wang, and built around a problem she kept
seeing that nobody was solving.
Marina is a CERTIFIED FINANCIAL PLANNER™ (CFP®) and a dual-licensed CPA in both the United States and Taiwan. She founded SkyLantern Financial after seeing the same gap again and again: clients had accountants, advisors, and bookkeepers—but no one was responsible for bringing the full picture together.
Too often, the most important questions weren't being asked. What do you want life to look like in twenty years? How does your business connect to your personal wealth? What's the smartest move given everything happening in your life—not just this tax year?
That's the work SkyLantern Financial was built to do. We deliver integrated wealth planning through comprehensive tax strategy—so your financial decisions are coordinated, tax-aware, and aligned with the life you're building. With Marina's CFP® and dual CPA licensure, SkyLantern brings both planning and tax strategy into every engagement at a depth most firms can't match.
At SkyLantern, we also understand that money is deeply personal. It reflects your family, your values, your responsibilities, and your vision for the future. That's why we take the time to truly understand each client before making recommendations, and why we provide bilingual guidance in English and Mandarin for U.S.-based clients with international ties—including Taiwanese-American professionals and families navigating cross-border complexity.
If you've ever felt like your advisors aren't really talking to each other—or fully listening to you—SkyLantern Financial was built to change that.
CREDENTIALS
Qualified. Credentialed.
Thoughtfully aligned.
Our professional qualifications ensure you receive expert guidance backed by rigorous standards.
CFP®
CPA
California
Certified Public Accountant Certificate
Bilingual: English & Mandarin
WHAT GUIDES US
Two Disciplines. Four Principles.
Two Disciplines, One Integrated Approach
SkyLantern combines two disciplines into one cohesive strategy. We build your financial foundation with a CPA's precision, then design a forward-looking plan like an interior designer—anticipating life changes, optimizing key decisions, and ensuring every part of your financial life works in harmony.
Fiduciary, Always
As a CFP® professional, SkyLantern Financial is held to a clear standard: we act in your best interest—period. Every recommendation starts with your plan and what you need. We don't make decisions based on sales goals, commissions, or incentives—only what's right for your specific situation. And that commitment doesn't begin after you sign on. It starts the moment you reach out.
Warmth Over Jargon
Finance doesn't have to feel intimidating or cold. We take the time to explain things clearly, meet clients where they are, and make sure every decision is one you truly understand and feel confident in, not just something handed to you on a spreadsheet.
The Whole Picture, Not Piecemeal
Your financial plan, your taxes, your business, and your personal life are all connected. We refuse to give advice that only looks at one corner of your financial world. When everything is coordinated, the results are dramatically different.
Partnership Over Transactions
We're here for the arc of your financial life, the milestones, the pivots, the unexpected moments, and the long-term goals that take years of steady work to achieve. We show up for all of it.
Let's find out if we're the right fit
The first step is a free 45-minute consultation, no pressure, no obligation. Just an honest conversation about your goals and how we might be able to help.