As an Edward Jones financial advisor, I believe it is essential to invest in spending time with my clients to understand your needs before you invest your money. It's also important to identify the level of risk you are comfortable with to create the steps necessary to reach your long-term financial goals, such as preparing for retirement, saving for education, estate planning, and more.
I graduated from Tianjin University in China with bachelors' degree in material science and engineering, then completed a master's degree in chemical engineering from University of Arizona. I have always been passionate about investing and have been investing in stock markets for 20 years. I understand the common mistakes individual investors can make, and the bad habits and traits that can stop you from reaching your financial goals. I help business owners select and implement the business retirement plan that is most appropriate their unique situation.
My family and I have lived in southern California for almost 20 years. I enjoy watching my sons play sports, spending quality time and traveling all over the world with my family. I speak fluent Chinese Mandarin and English, allowing me to better serve clients from a variety of ethnic backgrounds.
My rules for success are integrity, honesty and caring. I want to understand what is most important to you, so we can use an established process to build personalized investment strategies to help you achieve your goals. We will build a partnership to help keep you on track. At Edward Jones, you are not alone. Thousands of people and advanced technology support each branch office to help ensure you receive the most comprehensive and up to date guidance. In addition, we welcome the opportunity to work with your attorney, accountant and other trusted professionals to deliver the best strategy that leverages everyone's expertise. Working together, we can help you cultivate a strategy to solidify your financial future.
My Personal Interests
- Spending Time with Family
Office Address99 East C St Suite 201
Upland, CA 91786
Phone NumberSylvia Yan at (909) 920-6635
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