Following professionals will provide free advice to our members.

cynthia Cynthia (Yuanyuan) Yang
Wealth Advisor Registered Investment AdvisorCynthia began her career with Planned Financial Services in 2012 and is one of the Wealth Advisors in a diversified team of investment, tax and insurance experts. She brings to the team her knowledge in equity valuation, investment research, and risk management with her multi-cultural background. Her role at Planned Financial Services includes independent investment research, investment recommendations, and portfolio performance attribution analysis.

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