Yu Tang is a Premier Banker with 15 years of financial services experience. She helps clients take a comprehensive, holistic, and strategic approach to financial planning, while delivering customized solutions and providing active relationship and risk management. When she reflects on what gives her purpose in her career, she thinks about the retirees that she’s been able to help. Yu finds it very rewarding to assist her clients plan for a successful retirement and loves to guide them through their complex financial situations, providing such excellent service that she’s the first person they think of when they have a financial need. Her daily goal is to put her clients first and build their trust through high-touch attention, in-depth conversations, and technology.
Cash-flow forecasting, business planning, asset accumulation strategies, savings and tax planning, retirement distributions and more
Innovative, customized risk management strategies and solutions, designed to protect every facet of your assets and income.
Market strategy insights, strategic and tactical asset allocation guidance, long-term investment strategies, and more
Wills, trust, wealth transfer, estate administration and settlement, and more
A full range of premium banking options, including credit cards, personal and business lending, mortgages, home equity lines of credit, and more
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