About Me
👋 Hi! I'm Nick Yan, a 36-year-old Independent Wealth Management Advisor passionate about helping millennials achieve their financial goals.
With 12 years of experience, I've developed strategies that resonate with our generation's unique financial challenges and aspirations.
Currently managing over $30 million in assets, I work with families across the United States, offering personalized strategies for wealth growth and preservation that align with modern values and lifestyles.
My Services
Personal Approach
Tailored financial strategies that align with your unique goals and values, designed for the modern millennial lifestyle.
Transparency
Clear, honest communication about your investments and my advisory process, leveraging technology for real-time insights.
24/7 Support
Round-the-clock availability to address your concerns and questions, because financial markets never sleep.
Digitalization
Cutting-edge technology for efficient portfolio management and communication, making wealth management as easy as using your favorite app.
Areas of Expertise
- Financial Assets (Bonds, Stocks, ETFs)
- Cryptocurrency Investments
- Millennial-focused Wealth Management
- Long-term Financial Planning
- Sustainable and Ethical Investing
- Tech Sector Specialization