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Meet Grace

Grace X. Wang headshot

10885 NE 4th Street, Suite 1400
Bellevue, WA 98004

Cell: 206-427-8860
Fax: 425-462-4816
GraceW@openwinfinancial.com

Grace X. Wang, ChFC®,CLU®

Financial Advisor

CA Insurance License # 0H41528

Grace X. Wang began her career with New York Life in 2002 as an Agent and has since had the honor of assisting clients in achieving their goals, realizing their dreams, and leading fulfilling lives. She offers a range of financial solutions and high-quality, value-added services to individuals, families, and business owners. These services include life insurance, annuities, retirement planning, business succession planning, and estate planning.

Throughout her tenure with New York Life, Grace has qualified for the Chairman’s, President’s, and Executive Council, most recently Executive Council in 2025. She has also earned Life Membership in the Million Dollar Round Table (MDRT). Additionally, Grace holds several prestigious certifications, including Chartered Life Underwriter (CLU) and Chartered Financial Consultant (ChFC). She is also an Investment Advisor Representative offering financial planning and investment advisory services through Eagle Strategies LLC, A registered investment advisor. She is a proud member of the National Association of Insurance & Financial Advisors (NAIFA).

Originally from Shanghai, China, Grace relocated to the United States and have resided in Seattle, WA, since 1999. She lives with her husband, Shawn, and daughter, Melinda. Shawn has a passion for aviation, and together they have built two aircraft in their home garage. While he enjoys flying, Grace cherishes spending time with family and friends, as well as gardening and traveling with her daughter.

*Council is an annual New York Life recognition program based on agent production from July 1- June 30.

**MDRT, The Premier Association of Financial Professionals, is recognized globally as the standard of excellence for life insurance sales performance in the insurance and financial services industry.

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20480 Pacifica Dr. Suite G
Cupertino, CA 95014

Call: 408-863-0306
Fax: 408-252-1005
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Disclosure

Chu Ling Hsiao, Danny Li, Lingfeng Lu, Siew Poh Tong, Xin Wang, Zikun Xu, Wei Xue, and Dongzhe Jin are agents licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies in select jurisdictions. Insurance products and services may be offered only in jurisdictions where the agents are properly licensed. State license numbers shown where specifically required. Additional jurisdictions available upon request.
Chu Ling Hsiao (CA Insurance License #0B43293).
Danny Li (CA Insurance License #0H34176).
Lingfeng Lu (CA Insurance License #0M68520).
Siew Poh Tong (CA Insurance License #4227108).
Xin Wang (CA Insurance License #0H41528).
Zikun Xu (CA Insurance License #4049074).
Wei Xue (CA Insurance License #2057846).
Dongzhe Jin (CA Insurance License #0K43192).

As a New York Life Agent, Chu Ling Hsiao is licensed and authorized to offer insurance in California, but Julia Hsiao Insurance & Financial Services may not be. For additional information on California licensure status, please click here.

As a New York Life Agent, Danny Li is licensed and authorized to offer insurance in California, but Julia Hsiao Insurance & Financial Services may not be. For additional information on California licensure status, please click here.

As a New York Life Agent, Lingfeng Lu is licensed and authorized to offer insurance in California, but Julia Hsiao Insurance & Financial Services may not be. For additional information on California licensure status, please click here.

As a New York Life Agent, Siew Poh Tong is licensed and authorized to offer insurance in California, but Julia Hsiao Insurance & Financial Services may not be. For additional information on California licensure status, please click here.

As a New York Life Agent, Xin Wang is licensed and authorized to offer insurance in California, but Julia Hsiao Insurance & Financial Services may not be. For additional information on California licensure status, please click here.

As a New York Life Agent, Zikun Xu is licensed and authorized to offer insurance in California, but Julia Hsiao Insurance & Financial Services may not be. For additional information on California licensure status, please click here.

As a New York Life Agent, Wei Xue is licensed and authorized to offer insurance in California, but Julia Hsiao Insurance & Financial Services may not be. For additional information on California licensure status, please click here.

As a New York Life Agent, Dongzhe Jin is licensed and authorized to offer insurance in California, but Julia Hsiao Insurance & Financial Services may not be. For additional information on California licensure status, please click here.

The following individuals are Registered Representatives of and offer securities products & services through NYLIFE Securities LLC, Member FINRA/SIPC, a licensed insurance agency, and a wholly-owned subsidiary of New York Life Insurance Company:
Chu Ling Hsiao, 20480 Pacifica Dr Ste G, Cupertino, CA 95014, 408-863-0306.
Danny Li, 4320 Hanwell Dr, Frisco, TX 75034, 626-321-5504.
Lingfeng Lu, 1110 N Loop 336 W Ste 410c, Conroe, TX 77301, 480-275-0757.
Siew Poh Tong, 2633 Camino Ramon Bishop Ranch Suite 525, San Ramon, CA 94583, 510-307-6668.
Xin Wang, 10885 Ne 4th St Ste 1400, Bellevue, WA 98004, 206-427-8860.
Zikun Xu, 420 Lexington Ave Fl 15, New York, NY 10170.
Wei Xue, 201 Jones Rd 5th Fl, Waltham, MA 02451, 781-392-1718.
Dongzhe Jin, 22875 Savi Ranch Pkwy Ste F, Yorba Linda, CA 92887.

Chu Ling Hsiao, Danny Li, Lingfeng Lu, Xin Wang, Zikun Xu, Wei Xue, and Dongzhe Jin are also Financial Advisers with Eagle Strategies LLC, a Registered Investment Adviser, and a wholly-owned subsidiary of New York Life Insurance Company. Advisory services are offered only in jurisdictions where the financial advisers and Eagle Strategies LLC are properly registered.

Chu Ling Hsiao, Wei Xue, and Dongzhe Jin are Member Agents of The Nautilus Group®, a service of New York Life Insurance Company.

OpenWin Financial & Insurance Services, LLC is not owned or operated by NYLIFE Securities LLC or its affiliates.

Neither OpenWin Financial & Insurance Services, LLC nor its associates are in the business of offering tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professional before making any decisions.

This website is intended for informational purposes only. Insurance, securities, and advisory products and services are available only in jurisdictions where the applicable representative and entity are properly licensed and registered. No offers may be made or accepted outside those jurisdictions.

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