Ms. Yang joined First Republic in 2015. She engages high net worth and emerging wealth clients in a comprehensive planning process in order to help them achieve their financial goals. In providing solutions focused on cash flow and retirement income, asset allocation, risk management, and estate planning strategies, she helps clients move towards their objectives for the management, protection, and preservation of their wealth.
Prior to joining First Republic, Ms. Yang was a Vice President and Wealth Planner at MUFG Union Bank in Los Angeles from 2007 to 2015. She started her planning career at Scotiabank in Toronto, Canada as a Wealth Planning Consultant, where she designed comprehensive financial plans for high net worth clients.
Ms. Yang received her Bachelor of Science degree from the University of Toronto and holds the Certified Financial Planner (CFP®) designation.
Wealth Management Experience: 17 years
Check the background of this investment professional on FINRA's BrokerCheck.