A large building with balconies and hanging potted plants
A black telephone handset icon with two curved lines representing a signal or ringing sound.
A black telephone handset icon with two curved signal lines radiating from the top right.

Yunny Dang, CFP®

Director of Financial Planning

Yunny Dang, CFP® has been a financial advisor since 2004 and a Certified Financial Planner™ professional since 2012. Financial planning is at the heart of her practice, guiding clients through personalized strategies to build, preserve, and enjoy their wealth. A former Peace Corps volunteer, Yunny Dang brings a global perspective and a deep sense of purpose to client relationships. With a focus on long-term financial well-being, she specializes in retirement planning, investment management, and comprehensive financial guidance tailored to each client’s goals.