About

Hi, I'm Danqin (pronounced 'Danchin,' like 'dancing chi'). Originally from China, I now call Austin, TX, home, where I enjoy life with my super low-maintenance 3-year-old parakeet, BB, short for Buddy Bird. I'm passionate about helping others achieve financial freedom and holistic well-being, grow true wealth beyond the math, and live their ideal lives while enjoying the journey. I founded a modern, high-tech, and cutting-edge financial planning and wealth management firm, Wealth Beyond Math™, to redefine how financial planning is done.

The Journey

As a first-generation immigrant and the only person in my family to earn a master’s degree, I’ve learned the importance of designing an intentional life vision and creating a plan to build wealth while enjoying the journey. My path from corporate accounting in Shanghai to launching Wealth Beyond Math LLC in Austin wasn’t just a career change—it was a mission born from personal experience. As a woman navigating career transitions across continents, I intimately understand the unique financial challenges that professional and business women face. I experienced firsthand how financial disconnect can prevent us from living the life we desire.

A Holistic Approach

Throughout my journey, life changes and unexpected curveballs were inevitable. Navigating these transitions made me realize the transformative power of life-centered financial planning. It has played a key role in getting me where I am today, both professionally and personally. This inspired me to share the gift with others, helping them work through limiting beliefs about money and life, just as I did, empowering them to step into their ideal lives with the support of truly personalized financial plans through the lens of their life plans.

How We Can Help

Today, as a financial planner and business owner, I help professionals and business owners create financial plans that align with their unique goals and aspirations. Whether you're navigating complex equity compensation packages, managing your own business, building a professional practice, or advancing your career, I go beyond the numbers to understand your dreams, fears, and values, crafting a personalized roadmap for your financial freedom. What I love most about financial planning is being there for my clients through both good times and challenges, serving as an empathetic listener who understands their life story, culture, values, and money journey.

Philosophy

I believe that true financial planning requires attention to both the emotional and psychological aspects of money, alongside technical investment strategies. My experiences have taught me that money is a means to an end, not the end itself. Why wait to live your ideal life? Time is perhaps the most limited resource. Money touches every part of life, so how can we make financial decisions without first clarifying our life’s true priorities?

Qualifications

As a CFP® professional, a CFA® Charterholder, and a Registered Life Planner, I bring 14 years of experience and a unique perspective to financial planning. I understand the complexities of building wealth while breaking barriers, and I’m continuing this journey myself. I am committed to providing fee-only, fiduciary advice, leveraging technology to streamline the process and deliver exceptional personalized service, helping you maximize returns on your life—beyond your investment portfolio. That’s why I created Wealth Beyond Math™.

Credentials and Experience:

• 2024 Financial Advisor Magazine Young Advisor to Watch

• 2018 Financial Planning Association Diversity Scholar

• Certified Financial Planner® (CFP®)

• Chartered Financial Analyst® (CFA®)

• Registered Life Planner® (RLP®)

• Worked with 200+ families and advised on $500 million in assets under management

• Past President of a local chapter of Financial Planning Association

Beyond the Office:

When I’m not working, you’ll find me practicing Ashtanga yoga (almost) every day or leading somatic breathwork sessions (yes, I got certified at my hobby!). I love traveling, exploring cuisine from different countries, and bringing people together to learn the culture behind it. I host Dumpling Nights, where I teach people how to make dumplings, with BB chirping and singing along as my co-host. I believe in maintaining balance—just as I help my clients balance their professional success with personal fulfillment. As a new Austin local, I enjoy the city’s vibrant outdoor lifestyle, from hiking to paddle boarding, and love experiencing our famous live music scene.

Let’s work together to create a financial future that reflects the life you truly want to live.