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Client Service Specialist – Dallas, TX

Wen Qin, CFP®

Wen brings a unique perspective in working with clients from all walks of life with her multi-cultural background. She spent her childhood in China before moving to Texas in 2009 as an exchange student for her senior year in high school. After spending one amazing year with her American host family, she found herself planting roots and pursuing her own American dream. She went on to study accounting in college and graduated with honors with her Bachelor’s degree and MBA from LeTourneau University in Longview, TX.

One Piece of Advice

“ Happiness and success are found when you follow your heart and intuition.”

Why I Became a Wealth Planner

Client service specialist Wen Qin

Wen’s interest in personal finance has always led her to ask questions about how short-term choices can lead to positive long-term outcomes. This interest only deepened as she started her first real job post-graduation and found herself bearing greater personal financial responsibilities. As she continued to educate herself on the subject, she grew more passionate about utilizing and sharing the knowledge she learned to help others. After gaining two valuable years of experience in public accounting, Wen decided to make a career pivot to financial planning and joined the Cadent team in October 2020.

My Career & Credentials

Outside view of university building

Wen graduated from the CERTIFIED FINANCIAL PLANNER™ program at Southern Methodist University in Dallas, TX. She passed the CERTIFIED FINANCIAL PLANNER™ exam in September 2020 and earned the designation after meeting the experience requirement. Wen holds the Series 7, Series 66, and the Group One Life and Health Insurance License issued by the Texas Department of Insurance.

Life Away from the Office

Wen and her wonderful husband David currently live in McKinney, TX. They have two charismatic ragdoll cats named Fitz and Willow. In her free time, she enjoys spending time with family and friends, traveling to new places, practicing yoga, and perfecting her technique in making a perfect cup of coffee. She’s passionate about personal development and is always on the hunt for the next book or experience that will broaden her horizons. Feel free to give her a recommendation!

Collage of images of Wen outside the office