Ben Yeung

byeung@faiwealth.com
410-715-9200

LEAD Advisor

Ben has a passion for helping clients understand their financial situation and contextualize their goals. His experience in both mathematical fields and tutoring helps him as he strives to tell the story behind technical financial concepts as they relate to everyday needs.

As a Lead Advisor, Ben manages the internal review process and assists in the development of financial plans. In this role, he analyzes plans and client information, facilitates client communications, and provides assistance on additional projects as needed. Before working at FAI, he spent several years in insurance and commercial mortgage underwriting.

In his spare time, Ben plays piano and Ultimate (Frisbee).

Areas of Focus

  • Charitable giving
  • Education funding
  • Insurance and annuities

Present Affiliations

  • Financial Planning Association of the National Capital Area
  • National Association of Personal Financial Advisors

Education

  • Bachelor of Science Degree in Electrical and Computer Engineering from Rutgers University
  • Bachelor of Arts Degree in Music from Rutgers University
  • Graduate Degree in Mathematics at the University of Maryland, College Park

Recent News

Recent News

How Volatility Takes Away Your Financial Freedom

How Volatility Takes Away Your Financial Freedom

1/14/2019 12:00:00 AM EST
3 days ago

This is not an article about risk tolerance, or how comfortable you are with market volatility. 

That concept is very important, because many financial decisions ...

FAI's 4th Quarter Investment Review

FAI's 4th Quarter Investment Review

1/14/2019 12:00:00 AM EST
3 days ago

Beginning in 2019, Curt Gross, Chief of Investments, will be hosting a webinar at the end of each quarter to review his Quarterly Investment Commentary ...

Upcoming Events

Upcoming Events

FAI's Quarterly Investment Review Webinar

FAI's Quarterly Investment Review Webinar

1/31/2019 11:00:00 AM EST
Curt Gross, FAI's Chief Investment Officer, will be going ...

President's Day: Office Closed

President's Day: Office Closed

2/18/2019 12:00:00 AM EST
FAI's Office is closed due to President's Day.