William Yuen, Cpfa® Email & Phone Number

With more than 23 years of experience in financial planning and investment management, William Yuen has the accumulated knowledge and perspective to help you with your financial goals. William understands the dynamics of wealth, how to balance the complex forces at work and how to adapt intelligently as conditions change.As your life and your needs as an investor evolve, so will your vision for the future and risk tolerance. William will be with you every step of the way offering sound advice and customized financial strategies designed specifically for you.William endeavors to create long-term, meaningful relationships with a select group of clients and provide them with personalized financial planning advice using some of the industry’s most comprehensive resources. His investment process takes into account your investing experience, your expectations for returns, your tolerance for risk, and the performance of your portfolio.Based on what he learns about you and your goals and an analysis of the current financial markets, William designs a customized investment strategy based on recommendations made solely with your best interest in mind. He then takes the time to explain his recommendations and, once you are comfortable with your new plan, William puts it into action and reviews its performance for opportunities to adapt to life changes and new goals.William began his career in financial services in 1999 and previously spent 9 years with Oppenheimer & Co. Inc. and 14 years with Morgan Stanley. Today, William provides wealth management, financial planning, retirement planning, corporate retirement plan consulting, education planning, longevity planning and more through Raymond James.Away from the office, William also enjoys cycling, hiking, camping, and attending his son’s soccer games in the weekends.