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's Annual Medicare 2019 Update with Kevin Dougherty

FAI's Annual Medicare 2019 Update with Kevin Dougherty

9/9/2019 12:00:00 AM EDT
a week ago

Once again this year, we're honored to have Kevin Dougherty join us as an independent insurance agent specializing in Medicare. Although Medicare coverage doesn ...

Executive Women Burnout: Tips for Finding Serenity and Meaning

Executive Women Burnout: Tips for Finding Serenity and Meaning

9/3/2019 12:00:00 AM EDT
a week ago

“My day began at 4:30 AM. I went to the gym, had some coffee and drove to the airport for a meeting in Atlanta ...

Upcoming Events

Upcoming Events

FAI's Annual Medicare 2019 Update with Kevin Dougherty

FAI's Annual Medicare 2019 Update with Kevin Dougherty

9/26/2019 11:00:00 AM EDT
You're invited to join us for FAI's Annual ...

FAI's Quarterly Investment Review Webinar

FAI's Quarterly Investment Review Webinar

10/31/2019 11:00:00 AM EDT
Curt Gross, FAI's Chief Investment Officer, will be going ...