Merrill Lynch Financial Advisor Jin Yao

Services Offered

• Investment advice
• Financial planning
• Retirement planning
• Wealth management

About

Jin Yao is a Certified Financial Planner (CFP®) and financial advisor based in Newport Beach, California. He offers investment advice and strategies tailored to individual clients' life goals, risk tolerance, time horizon, and liquidity needs. Jin specializes in creating personalized financial plans that help clients navigate their investment journeys. He serves a diverse clientele, focusing on individuals and families seeking comprehensive financial guidance.

Reviews

Location

Business Information