Claudia Yang advises senior executives of public traded companies, business owners, entrepreneurs and affluent families on multiple facets of their financial lives. Her focus is on a holistic approach around accumulation, preservation and distribution of wealth in a tax efficient manner. She has the Portfolio Manager title and can help clients pursue their objectives by managing on a discretionary basis her own Personalized or Defined Strategies, which may incorporate individual stocks and bonds, Merrill Lynch Wealth Management model portfolios, and third-party investment strategies.
Powered by the resources of Merrill Lynch Wealth Management, Claudia is skilled in a range of offerings, including estate planning services, inter-generational wealth transfer, concentrated stock strategies, tax harvesting strategies, retirement planning, education planning, and various lending and liquidity solutions. She is also overseeing the advisor or client discretionary equity and fixed income portfolios. Claudia recognizes the importance of capital preservation to affluent clients. She looks to bring the expansive abilities of Merrill to clients in a warm and personalized manner.
Claudia also focuses on financial needs of Chinese speaking clients especially first-generation Americans. Claudia helps them preserve and build upon their wealth, so they are free to focus on their careers, families, communities and activities that enrich their lives.
Prior to joining Merrill, Claudia worked as a senior financial analyst at Los Angeles Times. Claudia also spent time as a senior consultant at SAP and a manager at Alcatel. Claudia has broad experiences in consulting, financial planning & forecast, financial modeling, business analysis, and operations optimization.
Claudia earned her MBA in Finance from University of Southern California. She holds Series 7, Series 66 FINRA Registrations, as well as Life and Health Insurance licenses. She speaks fluent English, Chinese and Shanghainese. In her spare time, she loves visual arts, culinary arts, yoga and hiking.
*Lending Services are through Bank of America, N.A.
One of the reasons I chose to become a Merrill financial advisor was my passion for educating clients about investing. I want to help you understand planning for your wealth, as well as the challenges and possibilities presented by the markets, and the impact this greater understanding can have on your full financial life.
Bringing fresh perspectives to your financial life
The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.
