"My clients are like family members and close friends; the relationship is built on trust, understanding and genuine care. Their unique stories inspire me to become better every day. I'm always there to celebrate their milestones, support them through difficult times, and help them achieve their financial goals by providing knowledge, expertise, and guidance.”

 

Woody is dedicated to surpassing her clients' expectations by delivering expert advice, personalized solutions, and genuine care. She works with clients to create customized financial solutions designed with their specific needs in mind. An experienced Financial Advisor, Woody has worked in the financial industry for over ten years. 

She has supplemented her work experience by successfully completing the Certified Financial Planner® (CFP) designation and her Chartered Life Underwriter (CLU) to enhance her expertise in risk management, wealth creation and preservation, estate planning, and wealth transfer.

Her favorite part of being a Financial Advisor is having the ability and platform to help people achieve their financial well-being. “I work to build strong long-lasting relationship with clients, not only be the best resource in their financial journey, but also a part of their lives. I am inspired when I hear their life stories and dreams; and passionate about the opportunity to help guide them in achieving their goals.”

Building trust and establishing strong relationships with clients is of utmost importance to Woody. She believes in always following through on promises for clients, in providing exceptional service and is deeply dedicated to getting the job done. The experience of working with many different demographics has helped her build a strong foundation of understanding each individual’s needs at different life stages and unique financial situations. And she strives to provide them with simplified solutions, effective money management strategies, or comprehensive financial plans.

Woody will work with you to develop your comprehensive LifeSpring® financial plan, a blueprint for building and maintaining a strong financial foundation. The plan will integrate all aspects of your financial picture: investments and estate planning as well as your business banking (if applicable).

Learn more about the value of working with a financial advisor.

BlueShore Financial, Financial Advisor, Woody Yang

Woody Yang

Financial Advisor

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† Mutual funds are offered through Credential Asset Management Inc.

Insurance services provided by BlueShore Wealth.