Jyh-Yee (G. E.) Lan and his associates work with a select group of affluent professionals, corporate executives, and business owners to help them strengthen their financial future. Our goal is to prepare a customized plan for each individual and/or family to meet their financial needs, both for the immediate future and for the next phase of their lives.

We encourage and welcome you to contact us if you are -
• Seeking a trustworthy wealth management service for you and your family
• Unable to devote enough time to manage your investments on a day-to-day basis
• Unsure about what your retirement life may look like
• Encountering a life event (e.g. early retirement, inherit age, etc.) that may impact your financial future
• In need of a Financial Advisor who can speak Chinese and Taiwanese
• A CPA or an attorney interested in our resources for clients 

APPROACH :
• Proactive Planning + Disciplined Implementation & Execution = Financial Success

ABOUT JYH-YEE (G. E.) LAN –
• Senior Financial Advisor – Merrill Lynch Wealth Management (2008 – Present)
• Holds the CRPC^® (Chartered Retirement Planning CounselorSM) designation
• Ph.D. , Chemistry, University of Maryland
• Sales and Technical Manager – MeadWestvaco
• Research Scientist – Amoco Chemical Company

• Spouse – Huiling Lan (U of Illinois, journalist, writer). Married 33 years.
• Children –
Alan Lan, MBA (Northwestern U, UCLA) - Strategy Manager, Esports, Blizzard, Irvine, CA
Brian Lan, CFA (U of Notre Dame) - Financial Advisor, Merrill Lynch Wealth Management, San Francisco, CA  

• Board Member of The Chinese Assoc. of Greater Charleston
• Equity & Golf member of Coosaw Creek Country Club
• Marshall for 2012 PGA Championship (Kiawah, SC)
• 1st Violin of several orchestras in Taiwan and USA
• Music Director/Conductor of several choirs





*CFA^® and Chartered Financial Analyst^® are registered trademarks by CFA^® Institute.