Meet Monica Yeung

Monica started in the insurance and financial services industry in 2011. Since then, she has gained solid experience in working both U.S. and international markets. She speaks Cantonese, Mandarin, and English. She specializes in investment management, tax and estate planning.

Monica has found it incredibly rewarding to help clients work towards achieving their financial goals holistically, using financial tools that are best suited to their needs and objectives. She wants to help others achieve financial independence so they can focus on what they truly value. She can help by educating on ways to minimize taxes, developing strategies to grow savings, and focus on generational financial planning and working towards transferring wealth to the next generation.

EDUCATION & CREDENTIALS

Monica attended University of California, Berkeley, graduating with Highest Honors in Business Administration with a focus in Finance.  She went on to acquire her MBA from Duke University, and a Masters degree in Investment Management from the Hong Kong University of Science and Technology. She has her FINRA Series 6, 7, 63, 65, & 66 securities registrations. She also has her Life & Variable Insurance License for the state of California, Nevada, Utah, Ohio. 

INTERESTS:

Monica stays active in her community and as a wife and mother to four wonderful, grown children. She is a Mentor for the Banking on Our Youth Program with Templo Calvario CDC in Santa Ana. In her free time she plays tennis, enjoys photography, and dancing.