About Ivy Yang

My passion is to serve everyone with my heart. 

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From my first carrier as a former flight attendant, I was trained to be a listener and to understand every customer's needs and animosities. The trust-worthy relationship earning experience built the fundamentals of who I am today. To me, providing services are much more than the task completions - it's more about the value of the assurance amid uncertainty in people's mind.

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During my second carrier in various corporate bank marketing departments, I was fascinated in developing process integrations, data strategies, analytical and logical decision-makings, and simplifying complex data systems, which provided a sharpening tool to my strategic thinking and executable processing. That experience led to one answer that I looked for when I started my insurance and financial planning businesses - the balance between the people and the professionalism.
 

My understanding from people's needs, sensitivity to risk taking, and mastery to available resources and systems are keys to customize solutions for each my customers. From young families, small businesses to retirement planning, my accompanies in their life's turning moments turns into the valuable resources for a sustainable planning feature.

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My mission is simple - to help you making the best choose with what you can understand.