CFP®
With a background in Computer Science, I spent more than 25 years working in the financial industry. Today, I combine that experience with comprehensive financial planning and tax planning, having completed the education and examination requirements for the CFP® certification and earned the IRS Enrolled Agent (EA) credential.
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Like many of the individuals and families I work with, I've built a financial foundation, raised a family, planned for my children's education, and started my own business. These experiences gave me a deeper appreciation for the financial decisions people face throughout many stages of life, and how those decisions can shape both financial outcomes and peace of mind.
I believe the best financial advice is both technically sound and grounded in real life.
Comprehensive financial planning is about seeing the bigger picture and making sure your financial decisions support your long-term goals.
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Every planning relationship begins with listening—understanding where you are today, what matters most to you, and where you'd like to go.
LING YAN
IRS Enrolled Agent (EA)
My Planning Philosophy
Financial planning is an ongoing process that should evolves as your life, priorities, and goals change.
My planning philosophy is built around six guiding principles:
Understand your goals, values, and financial picture.
Learn
Reflect
Explore your options, consider the trade-offs, and focus on what matters most.
Develop strategies around your circumstances and long-term goals.
Plan
Act
Move forward with confidence through practical, well-informed decisions.
Review
Revisit your plan regularly as your life, family, career, and priorities evolve
Build on your progress as your goals and priorities evolves.
