Linda YangLinda Yang, CFP®Executive Director, Wealth Planner
About Linda
Linda Yang is an Executive Director and Wealth Planner covering the West Coast Region for J.P. Morgan Wealth Management's Wealth Planning and Advice team.
A CERTIFIED FINANCIAL PLANNERTM professional, Linda engages high-net-worth clients in a comprehensive process to help them create a customized plan around their financial goals. She provides solutions focused on retirement planning, asset allocation, risk management, charitable giving and estate planning strategies. Her focus is on helping clients move towards their objectives for the management, protection and preservation of their wealth.
Linda joined J.P. Morgan Wealth Management in 2023. Her 20-plus-year career includes her role as a Managing Director at First Republic. She previously worked at MUFG Union Bank in Los Angeles as a Vice President and Wealth Planner. She started her professional journey as a Wealth Planning Consultant at Scotiabank in Toronto, Canada, where she designed comprehensive financial plans for high-net-worth clients.
Linda earned a B.S. from the University of Toronto.
CERTIFIED FINANCIAL PLANNER® is a registered trademark owned by Certified Financial Planner Board of Standards, Inc.
Insights
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December 16, 2024Cultivate deeper family connections with these six key strategies.Read NowFundamental estate planning considerations
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December 12, 2024Though higher than the Federal Reserve’s target of two percent inflation, the November CPI print was no cause for alarm.Read Now3 key motivations for giving this season
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