Scott Yang (CFP®, CPA)
Scott Yang focuses in the
following client markets or areas of practice:
- Cash Flow/Budgets/Credit Issues
- College/Education Planning
- Insurance Related Issues
- Investment Advice with Ongoing Management
- Middle Income Client Needs
- Real Estate Investments
- Cash Flow/Budgets/Credit Issues
- College/Education Planning
- Insurance Related Issues
- Investment Advice with Ongoing Management
- Middle Income Client Needs
- Real Estate Investments
Planning Specialties
Silicon Valley Wealth Advisors provides transparent, personal financial planning, portfolio management and tax planning services to people with diverse wealth management needs.
Our services are specifically designed to meet the needs of successful individuals in transition, who are often faced with multiple—and sometimes competing—financial needs.
Our clients may be:
- Experienced professionals who need advice on managing stock options
- People seeking guidance on investment allocation
- Parents interested in the best strategies for financing a child’s college education
- Individuals who are nearing retirement and interested in planning for future long-term-care needs
- Children who are providing financial support for aging parents
- Divorcees and widows who want to create a secure financial future
Whatever your specific situation, our comprehensive services help you reduce the stress of major life transitions, minimizing worry and building security in the process. As your advisor, we partner with you, developing a complete understanding of your financial situation so that we can make recommendations that will help you maximize your wealth and achieve your goals.
Additional Information
Scott Yang, CFP®, joined Silicon Valley Wealth Advisors in 2004 and is the group’s Planning and Investment Research Manager, overseeing financial planning and investment management to help clients reach their goals.
Scott is a licensed CPA and has worked in the financial services industry in both an advisory and an operations capacity. He has 15 years of public accounting and corporate finance experience working with firms including Sun Microsystems, Symantec, and Deloitte and Touche.
He graduated from San Jose State University with a degree in Accounting. Scott served as the President of the Financial Planning Association Silicon Valley Chapter. Scott is a former member and past chapter President of Toastmaster’s International and has won an area speech contest and completed the advanced level public speaking track.
When he is not in the office, Scott enjoys playing tennis and spending time with his wife and two children, Tyler and Katelyn.
NAPFA Start Date
October 02, 2017
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