Mr Lotay Yang CFP
Waddell & Reed
80 S. Lake Avenue, Suite 720 Pasadena, CA
90% Trust Score
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Compensation
Commission and Fee
Min. Assets
$250,000
Languages
Mandarin, English
License
Not Validated
Areas of Expertise
Asset Allocation, Comprehensive Financial Planning, Estate Planning, Investment Planning, Retirement Planning, Risk Management, Sudden Wealth Management
Client Reviews (1 reviews)
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