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Tina Yang, CFP®

Senior Associate Wealth Advisor

Tina brings her comprehensive knowledge of personal finance to her client relationships, helping individuals and families make sound financial decisions that tangibly transform their lives.

Tina’s professional and academic journey has equipped her with a profound comprehension of essential financial management principles, investment analysis, and risk assessment. Her ambition is to contribute to the development of a more financially enlightened society.

  • B.S. in Marketing and Finance (specialization in personal finance, minor in Management), University of Houston
  • CERTIFIED FINANCIAL PLANNER®

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Every client relationship starts with a conversation. Tell us a little about yourself and what you need, and we’ll set aside time to talk.