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.