As a first generation American, I have had the front-row seat to some remarkable experiences of growing up in blended cultures. It is through this unique lens; I am keenly aware of the cultural differences of our clients when planning for multi-generational families as well as their closely held businesses.
Since 2004, I have been working alongside with my mother, Nan Yin, providing financial securities to our business and individual clients through our distinctive two-generation advantage. Together, we have assisted clients with strategies in retirement, risk management planning as well as investment and wealth transfer.
While my focus in serving clients will not change, I am thrilled to leverage our expanded team’s expertise with the superb professionals from Ascend Planning & Consulting, LLC to further enhance client experiences with comprehensive and innovative financial strategies.
I look forward to continuously building and enriching every personal and professional relationship. Together with my mother and our extended team of professionals at Ascend Planning & Consulting, LLC, we look forward to assisting you reach your financial milestones.
- BS Biology – Virginia Tech
California Insurance License # 0M46841