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

Important Considerations When Downsizing for Retirement

Important Considerations When Downsizing for Retirement

7/9/2019 12:00:00 AM EDT
a week ago

When you think of your preparations for retirement, do they involve downsizing your life in some way? 

For most Americans, we envision our golden years ...

Is Your Retirement Plan ‘Able’ to Meet Your Needs?

Is Your Retirement Plan ‘Able’ to Meet Your Needs?

7/9/2019 12:00:00 AM EDT
a week ago

It takes more than planning to bring a goal to life.

We’ve all been there—setting a goal we really want to accomplish, but ...

Upcoming Events

Upcoming Events

FAI's Quarterly Investment Review Webinar

FAI's Quarterly Investment Review Webinar

8/1/2019 11:00:00 AM EDT
Curt Gross, FAI's Chief Investment Officer, will be going ...

Labor Day: Office Closed

Labor Day: Office Closed

9/2/2019 12:00:00 AM EDT