Following professionals will provide free advice to our members.
|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.