Iris Yang

As Associate Wealth Advisor, Iris helps prepare for and participate in client meetings, provides thoughtful follow-up, and ensures that each client receives personalized attention and ongoing guidance. She is dedicated to supporting clients in reaching their financial goals by assisting in the development and delivery of tailored financial plans.

Iris earned her bachelor’s degree in economics from The George Washington University and her master’s degree in financial planning from New York University. She also holds her Series 7, 66, and SIE licenses, and is currently pursuing the CERTIFIED FINANCIAL PLANNER® designation to deepen her expertise in holistic wealth management.

Outside of work, Iris is an avid runner and lifelong reader. She also has a passion for scuba diving, where she enjoys exploring the underwater world — a pursuit that combines her love of adventure with her curiosity for discovery.