Charlotte Yan, has been helping people through financial services since 2001 and earned her Masters in Business Administration (MBA) at the Hong Kong Economy & Trading Management Academy. She started as an agent in Guangdong province for 7 years, before taking on a regional manager role for 7 more years. Now, she is excited to help families in the U.S. navigate their financial lives and protect their future.
Charlotte believes that building a financial practice based on core values is key to success. She provides education to her clients which empowers them to make financial decisions they are confident about. Providing a service that can allow others to achieve their hopes and dreams motivates Charlotte to continue to grow her practice. An additional core value is giving back. Charlotte volunteers at local homeless shelters and soup kitchens helping feed those in need.
In her spare time, Charlotte enjoys growing vegetables and raising chickens. Her family also enjoys RV'ing around the country, they have visited 43 states during an 18 month tour of the U.S. recently before they landed in the Northeast. In New York City, she enjoys visiting the museums and sampling different foods, but her favorite activity is walking around the city with her family.
Financial Representative of Guardian.