- Wealth Management Experience: Since 2000Linda Yang is a Managing Director and Advanced Planner at First Republic Investment Management. Ms. Yang joined First Republic in 2015. She engages high net worth clients in a comprehensive process in order to help them create a customized plan around their financial goals. In providing solutions focused on retirement planning, asset allocation, risk management, charitable giving and estate planning strategies, she helps clients move towards their objectives for the management, protection, and preservation of their wealth. Prior to joining First Republic, Ms. Yang was a Vice President and Wealth Planner at MUFG Union Bank in Los Angeles from 2007 to 2015. She started her planning career at Scotiabank in Toronto, Canada as a Wealth Planning Consultant, where she designed comprehensive financial plans for high net worth clients.
- Professional DesignationMs. Yang is a CERTIFIED FINANCIAL PLANNER™ professional.
- EducationMs. Yang received her Bachelor of Science from the University of Toronto.
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