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

FAI 2019 First Quarter Investment Commentary Webinar

FAI 2019 First Quarter Investment Commentary Webinar

2/25/2019 12:00:00 AM EST
3 weeks ago
Curt Gross, Chief of Investments Officer, will be hosting a webinar at the end of each quarter to review his Quarterly Investment Commentary and answer ...

Is An Accessory Dwelling Unit Right for Your Aging Parents?

Is An Accessory Dwelling Unit Right for Your Aging Parents?

2/22/2019 12:00:00 AM EST
3 weeks ago

Assisted living in your own back yard?

Ninety percent of seniors say they’d prefer to stay in their homes and age in place. But ...

Upcoming Events

Upcoming Events

Good Friday: FAI Office Closed

Good Friday: FAI Office Closed

4/19/2019 12:00:00 AM EDT
FAI's Office will be closed in observance for Good ...

FAI's Quarterly Investment Review Webinar

FAI's Quarterly Investment Review Webinar

4/25/2019 11:00:00 AM EDT
Curt Gross, FAI's Chief Investment Officer, will be going ...