Planning Associate
Current
Jun 2022 - Present
AeroLeads people directory · profile
Chia Yang Email & Phone Number
Planning Associate at Modera Wealth Management
at
Modera Wealth Management
LinkedIn matched
✓ Verified August 2026
3 data sources
Profile completeness 86%
Current company
Role
Planning Associate at Modera Wealth Management
Location
Rock Hill, South Carolina, United States
Company size
Who is Chia Yang? Overview
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Quick answer
Chia Yang is listed as Planning Associate at Modera Wealth Management at Modera Wealth Management, a with 63 employees, based in Rock Hill, South Carolina, United States. AeroLeads shows a matched LinkedIn profile for Chia Yang.
Chia Yang previously worked as Planning Associate at Modera Wealth Management and Student Member at Finserv Foundation. Chia Yang holds Bachelor Of Business Administration, Financial Planning And Services from Winthrop University.
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Email format at Modera Wealth Management
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Modera Wealth Management
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Profile bio
About Chia Yang
Chia Yang is a Planning Associate at Modera Wealth Management at Modera Wealth Management.
Current workplace
Chia Yang's current company
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Modera Wealth Management
5 roles
Chia Yang work experience
A career timeline built from the work history available for this profile.
Student Member
Mar 2021 - Mar 2023
Wealth Management Client Associate
- Increase productivity and communication between clients and financial advisors through organization - Effectively communicate with financial advisors to prevent future complications- Input data into Salesforce or workstation and ensure information is accurate for future reference
May 2021 - Apr 2022
Information Services Specialist
Winthrop University Digiorgio Campus Center
Oct 2019 - Dec 2020
Summer Intern
Jun 2020 - Aug 2020
Team & coworkers
Colleagues at Modera Wealth Management
Other employees you can reach at moderawealth.com. View company contacts for 63 employees →
JZ
Jock Zollinger
Colleague at Modera Wealth ManagementCharlotte, North Carolina, United States
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LG
Laura Greene, Fpqp™
Colleague at Modera Wealth ManagementJohns Island, South Carolina, United States
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MB
Melissa Boyer, Cfp®, Ricp®
Colleague at Modera Wealth ManagementFort Mill, South Carolina, United States
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KS
Kathleen Scala
Colleague at Modera Wealth ManagementWestwood, New Jersey, United States
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BK
Beth Krugman
Colleague at Modera Wealth ManagementEnglewood, New Jersey, United States
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SH
Sallie Hart Williams
Colleague at Modera Wealth ManagementTryon, North Carolina, United States
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TK
Thomas Kennedy, Cfa, Mba
Colleague at Modera Wealth ManagementMalden, Massachusetts, United States
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RD
Robert Dowling , Cfp®
Colleague at Modera Wealth ManagementWestwood, New Jersey, United States
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ES
Eric Sneider, Cfa, Cfp
Colleague at Modera Wealth ManagementWestwood, Massachusetts, United States
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LM
Lorraine Mohan, Fpqp™
Colleague at Modera Wealth ManagementNorton Center, Massachusetts, United States
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Jock Zollinger
Colleague at Modera Wealth ManagementCharlotte, North Carolina, United States
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LG
Laura Greene, Fpqp™
Colleague at Modera Wealth ManagementJohns Island, South Carolina, United States
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MB
Melissa Boyer, Cfp®, Ricp®
Colleague at Modera Wealth ManagementFort Mill, South Carolina, United States
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KS
Kathleen Scala
Colleague at Modera Wealth ManagementWestwood, New Jersey, United States
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BK
Beth Krugman
Colleague at Modera Wealth ManagementEnglewood, New Jersey, United States
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SH
Sallie Hart Williams
Colleague at Modera Wealth ManagementTryon, North Carolina, United States
View →
TK
Thomas Kennedy, Cfa, Mba
Colleague at Modera Wealth ManagementMalden, Massachusetts, United States
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RD
Robert Dowling , Cfp®
Colleague at Modera Wealth ManagementWestwood, New Jersey, United States
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ES
Eric Sneider, Cfa, Cfp
Colleague at Modera Wealth ManagementWestwood, Massachusetts, United States
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LM
Lorraine Mohan, Fpqp™
Colleague at Modera Wealth ManagementNorton Center, Massachusetts, United States
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1 education record
Chia Yang education
FAQ
Frequently asked questions about Chia Yang
Quick answers generated from the profile data available on this page.
What company does Chia Yang work for?
Chia Yang works for Modera Wealth Management.
What is Chia Yang's role at Modera Wealth Management?
Chia Yang is listed as Planning Associate at Modera Wealth Management at Modera Wealth Management.
Where is Chia Yang based?
Chia Yang is based in Rock Hill, South Carolina, United States while working with Modera Wealth Management.
What companies has Chia Yang worked for?
Chia Yang has worked for Modera Wealth Management, Finserv Foundation, Merrill Lynch, Winthrop University Digiorgio Campus Center, and Arras Foundation.
Who are Chia Yang's colleagues at Modera Wealth Management?
Chia Yang's colleagues at Modera Wealth Management include Jock Zollinger, Laura Greene, Fpqp™, Melissa Boyer, Cfp®, Ricp®, Kathleen Scala, and Beth Krugman.
How can I contact Chia Yang?
You can use AeroLeads to view verified contact signals for Chia Yang at Modera Wealth Management, including work email, phone, and LinkedIn data when available.
What schools did Chia Yang attend?
Chia Yang holds Bachelor Of Business Administration, Financial Planning And Services from Winthrop University.
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