Excellence is not an act, but a habit.”

Austin Yang

Financial Advisor in Training

As a graduate of New York University, where he earned a Bachelor of Science in Business Technology Management and a Minor in Mathematics. His strong background in mathematics equips him with the analytical skills needed to break down complex financial concepts into clear, digestible terms for his clients. He approaches each client meeting with a genuine dedication to excellent service and an unwavering commitment to helping people. His ability to simplify complex financial strategies ensures that his clients feel informed and confident in their decisions.

When he’s not assisting clients, Austin loves immersing himself in music and sports. Most importantly, he cherishes spending quality time with his family and friends. Austin’s personal and professional life is defined by his dedication to uplifting and empowering those around him, and we couldn’t be more excited to have him on our team.

Qualifications & Education

New York University
Bachelor of Science in Business Technology Management and a Minor in Mathematics

Licenses: SIE

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