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

Smart Job Hunting Strategies for Older Workers

Smart Job Hunting Strategies for Older Workers

5/1/2019 12:00:00 AM EDT
3 weeks ago

At just 2.7%, the unemployment rate for those 55 and older is the lowest for all age groups. Still, it can be intimidating to ...

Estate Planning: The Questions You Need to Ask

Estate Planning: The Questions You Need to Ask

4/16/2019 12:00:00 AM EDT
a month ago

EACH MONTH WE’LL SPOTLIGHT ONE CHAPTER FROM OUR 3-PART EBOOK SERIES,  "CARING FOR OUR AGING PARENTS".  

This Month's Focus is taken from eBook ...

Upcoming Events

Upcoming Events

Memorial Day: Office Closed

Memorial Day: Office Closed

5/27/2019 12:00:00 AM EDT
The FAI Office will be closed on Memorial Day.

Independence Day: FAI Office Closed

Independence Day: FAI Office Closed

7/4/2019 12:00:00 AM EDT
The FAI Office will be closed on July 4th.