Meet the team

Your Wealth. Your Family. Your Future. 

As a Financial Planner and Wealth Advisor, Yong helps individuals, families, and business owners make confident financial decisions and turn their hard-earned success into lasting wealth. 

Yong's mission is simple: to provide clarity, guidance, and confidence so clients can make informed decisions today while building a strong financial future for tomorrow. 

He works with a diverse range of clients, with a particular focus on entrepreneurs, small business owners, and first- and second-generation Chinese American families. Through his experience, Yong has learned that financial planning is about much more than investments. It is about helping people navigate life's most important financial decisions and opportunities. 

Whether a client is growing a business, raising a family, supporting aging parents, saving for a child's education, preparing for retirement, or planning for the transfer of wealth to the next generation, Yong provides personalized guidance designed to align financial strategies with their values and long-term goals. 

Fluent in both English and Mandarin Chinese, Yong is able to connect with clients from diverse backgrounds and better understand the cultural values and family dynamics that often influence financial decisions. He believes that every client's situation is unique, which is why he takes the time to listen, understand their goals, and develop personalized strategies tailored to what financial success means to them. 

Committed to continuous professional development and bringing innovative planning strategies to his clients, Yong earned both the Chartered Financial Consultant (ChFC®) and Chartered Life Underwriter (CLU®) designations from The American College of Financial Services. These advanced designations reflect his dedication to helping clients address a wide range of financial planning needs, including wealth accumulation, retirement planning, risk management, estate planning, and legacy planning. 

Above all, Yong strives to build long-term relationships based on trust, transparency, and a genuine commitment to helping clients achieve their financial goals and protect what matters most. 

When he is not working with clients, Yong enjoys spending time with his wife, Erika, and their son, Nico, and trying to keep up with their two energetic dogs, Coco and Stella. He also enjoys traveling and experiencing different cultures with his family. One of his personal goals is to visit every continent together and create lasting memories along the way. 

Leticia helps ensure clients receive exceptional service and a seamless experience. Known for her organization, attention to detail, and client-focused approach, she plays a key role in coordinating daily operations, managing client service requests, and supporting ongoing growth and operational efficiency. 

Before joining the financial services industry, Leticia helped launch and support her family's business, gaining valuable firsthand experience in entrepreneurship, customer service, and the importance of building strong relationships. Those experiences continue to shape the way she supports clients and approaches her work today. 

Fluent in both English and Spanish, Leticia enjoys connecting with people from diverse backgrounds and helping them feel supported throughout their financial journey. She is committed to continuous learning and professional growth, regularly participating in industry training, webinars, and professional development opportunities. 

As she continues to build her career in financial services, her goal is to expand her knowledge of financial planning and operations management while finding new ways to enhance the client experience, improve efficiency, and contribute to continued success. 

When she's not supporting clients and helping keep operations running smoothly, Leticia enjoys spending time with family and discovering great food and coffee shops.