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

Investing

Don’t sell America – bet on it

July 17, 2025History shows us that past challenges have ultimately renewed U.S. strength. This time is no different.Read Now
Outlook

June 2025 CPI report: Tariffs are having an impact on consumer prices

July 16, 2025The recent Consumer Price Index (CPI) report shows how tariffs are reshaping consumer prices, particularly in sectors reliant on imports. Read more here.Read Now
Fraud

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July 16, 2025Understand what to look out for to protect yourself from debit card fraud.Read Now
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