Who We Are

Benjamin Yeung, CFP®

Benjamin Yeung, CFP®

Associate Advisor


byeung@investfai.com
410-715-9200



Biography

Getting to know Ben:

Ben has a passion for helping clients understand their financial situation and contextualize their goals. His experience in both mathematical fields and tutoring helps him as he strives to tell the story behind technical financial concepts as they relate to everyday needs.

As an Associate Advisor, Ben manages the internal review process and assists in the development of financial plans. In this role, he analyzes plans and client information, facilitates client communications, and provides assistance on additional projects as needed. Before working with FAI, he spent several years in insurance and commercial mortgage underwriting.
 

In his spare time, Ben plays piano and Ultimate (Frisbee).
 

Areas of Focus:

   Charitable giving

   Education funding

   Insurance and annuities
 

Present Affiliations:

   Financial Planning Association of the National Capital Area

   National Association of Personal Financial Advisors
 

Education:

   Bachelor of Science Degree in Electrical and Computer Engineering from Rutgers University

   Bachelor of Arts Degree in Music from Rutgers University

   Graduate Degree in Mathematics at the University of Maryland, College Park