Taurus Financial is a boutique financial advisory firm based in Jersey City, New Jersey, known for delivering Wall Street-level expertise with a personalized touch. Founded by industry veterans Tina Sun and Yisha Wang, the firm specializes in serving high-net-worth individuals and business owners across the United States, particularly those with complex financial needs involving equity compensation, tax optimization, and estate planning.

The team at Taurus Financial brings extensive experience from leading financial institutions, including Credit Suisse, Goldman Sachs, and Ernst & Young. Their services encompass wealth management, financial planning, and business solutions, offering tailored strategies such as hedging, monetization, and retirement plan design. They cater to a diverse clientele, including tech professionals with stock options, entrepreneurs, and professionals with multifaceted income streams.

Committed to client education, Taurus Financial hosts regular webinars on topics like estate planning, tax strategies, and insurance. The firm is bilingual in English and Mandarin, reflecting its dedication to serving a diverse client base. With a focus on building lasting relationships and providing customized financial solutions, Taurus Financial distinguishes itself as a trusted partner in wealth management.