Boone Yan, CFP, CPA

Wealth Strategist

Investment Advisor Representative

CA Ins Lic. 4004321

As a dedicated and detail-oriented professional. Boone consults with business and individual clients in the areas of tax and estate planning. He has a wide range of accounting experience which enables him to provide relevant and timely advice and assistance to business owners. He also helps churches and other non-profit organizations with bookkeeping and tax return filing. His experience in business valuation helps business owners get the most out of the benefits.

Boone is a CFP®, CPA, ITIN Certifying Acceptance Agent. He has Series 7 (General Securities) and Series 66 (Financial Advisor) securities registrations. In addition, he holds California Life and Health Insurance license, is fluent in English, Cantonese, Mandarin.