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 PLANNER® 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.
CFP Board owns the marks CFP® and CERTIFIED FINANCIAL PLANNER® in the U.S.
Insights
Markets and Economy
The world changed in 10 days: An oil unwind and a hawkish Fed
June 26, 2026Falling oil prices and a shift in Federal Reserve tone are easing inflation pressures and prompting a reassessment of the outlook for rates and risk assets.Read Now
Family Legacy
How to pass down the family vacation home
June 22, 2026Careful estate planning can help you accommodate your children’s differing lifestyles, needs, even tastes in décor – and allow them to truly enjoy the family vacation home.Read Now
Markets and Economy
What happened at Kevin Warsh’s first Fed meeting as chair? 3 key takeaways from the June 2026 FOMC decision
June 18, 2026The Federal Reserve held rates steady at its June meeting, which was also Kevin Warsh’s first meeting as chair. Here’s what the dot plot, policy statement and press conference signaled for interest rates in 2026 and beyond.Read Now
Markets and Economy
$1.5 trillion goods trade is on the line in USMCA's first test
June 18, 2026As the USMCA enters review, potentially tighter rules may shape where companies build, source and invest across North America.Read Now
Wealth Planning
When is a custodial account a good choice?
June 18, 2026What is a custodial account, and when is it the right choice? We explore the pros and cons in this comprehensive guide.Read Now
Retirement
What is a backdoor Roth IRA?
June 18, 2026A backdoor Roth IRA is a strategy that allows high-income earners who exceed Roth IRA contribution income limits to take advantage of a Roth IRA. Keep reading to learn more.Read Now
Markets and Economy
The IPO wave is historic. So is today’s market.
June 12, 2026A surge in new equity offerings is coming at a time of immense scale and depth in the U.S. stock market.Read Now
Cybersecurity
AI tools and your privacy: What you need to know
June 10, 2026Easy-to-use artificial intelligence tools may soon change our work and school lives. But they come with a host of new privacy threats. Here are some ways to help protect yourself.Read Now
Markets and Economy
What to expect at Kevin Warsh’s first Federal Reserve meeting as chair: 3 things to watch for when the FOMC meets in June
June 8, 2026The June FOMC meeting will be Kevin Warsh's first as chair. His communication style and handling of the policy statement may offer early signals about how he plans to lead the Federal Reserve moving forward.Read NowMarkets and Economy
The world changed in 10 days: An oil unwind and a hawkish Fed
June 26, 2026Falling oil prices and a shift in Federal Reserve tone are easing inflation pressures and prompting a reassessment of the outlook for rates and risk assets.Read NowFamily Legacy
How to pass down the family vacation home
June 22, 2026Careful estate planning can help you accommodate your children’s differing lifestyles, needs, even tastes in décor – and allow them to truly enjoy the family vacation home.Read NowMarkets and Economy
What happened at Kevin Warsh’s first Fed meeting as chair? 3 key takeaways from the June 2026 FOMC decision
June 18, 2026The Federal Reserve held rates steady at its June meeting, which was also Kevin Warsh’s first meeting as chair. Here’s what the dot plot, policy statement and press conference signaled for interest rates in 2026 and beyond.Read NowMarkets and Economy
$1.5 trillion goods trade is on the line in USMCA's first test
June 18, 2026As the USMCA enters review, potentially tighter rules may shape where companies build, source and invest across North America.Read NowWealth Planning
When is a custodial account a good choice?
June 18, 2026What is a custodial account, and when is it the right choice? We explore the pros and cons in this comprehensive guide.Read NowRetirement
What is a backdoor Roth IRA?
June 18, 2026A backdoor Roth IRA is a strategy that allows high-income earners who exceed Roth IRA contribution income limits to take advantage of a Roth IRA. Keep reading to learn more.Read NowMarkets and Economy
The IPO wave is historic. So is today’s market.
June 12, 2026A surge in new equity offerings is coming at a time of immense scale and depth in the U.S. stock market.Read NowCybersecurity
AI tools and your privacy: What you need to know
June 10, 2026Easy-to-use artificial intelligence tools may soon change our work and school lives. But they come with a host of new privacy threats. Here are some ways to help protect yourself.Read NowMarkets and Economy
What to expect at Kevin Warsh’s first Federal Reserve meeting as chair: 3 things to watch for when the FOMC meets in June
June 8, 2026The June FOMC meeting will be Kevin Warsh's first as chair. His communication style and handling of the policy statement may offer early signals about how he plans to lead the Federal Reserve moving forward.Read Now
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