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 case against gold and why it’s wrong

February 13, 2026Delve into the factors driving gold's rally and the risks that could undermine its performance.Read Now
Markets and Economy

January jobs report shows 130,000 new jobs, slightly lower unemployment: What it signals for 2026

February 12, 2026The January jobs report offers an early read on the 2026 labor market. Learn what the latest employment data may signal for growth, inflation and interest rates.Read Now
Markets and Economy

What you need to know about the affordability debate

February 11, 2026Why does weak consumer sentiment diverge from market optimism – and what might policymakers do about it? Read our Global Investment Strategy team’s full report.Read Now
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