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YHC Wealth Management Group : Yvan Cao
- Financial Services
- Newport Beach, CA
About this business
Location details
4675 MacArthur Ct Suite #450, Newport Beach, CA, 92660, United States
Get directions| Weekday | Schedule | Status |
|---|---|---|
| Mon | 9:00 a.m. to 6:00 p.m. | |
| Tue | 9:00 a.m. to 6:00 p.m. | |
| Wed | 9:00 a.m. to 6:00 p.m. | |
| Thu | 9:00 a.m. to 6:00 p.m. | |
| Fri | 9:00 a.m. to 6:00 p.m. | |
| Sat | Closed | |
| Sun | Closed |
I’ve been a client for years. Followed him from his previous position at Edward Jones. He’s been wonderful at helping me toward my goals of retirement and investments for my future. His honesty and integrity are unmatched. I would absolutely recommend consulting with him if you need help with your financial future. He will spend all the time you need to fully get to know you and see what it is you need. His goal is to help you with your overall well being. Not just financial.
My girlfriend and I have met with Yvan Cao twice for consultation regarding investment options, long term care planning, and retirement planning. I retired at the end of 2018 and I wanted to explore my option of having Yvan manage my Vanguard 401 K and my Merrill Lynch IRA and my girlfriend's IRA with Wells Fargo. He was extremely honest and told us that his management fees are a little higher and advised us to keep our money where it is. He didn't charge us for his time and last year he did a financial analysis for my girlf... read more
We went in for the yearly review of our finances today. I used to consider reviewing my retirement portfolio like going to the dentist. Another cavity? I swear I brush twice a day and sometimes floss. But Yvan provides a comprehensive evaluation of where we are now and what we need to do to get closer to our goals. He is honest and direct. He provides excellent advice on all aspects of finance planning for the future, not just where to invest short term to make a quick dollar. When you leave the office, you know that your fa... read more
I have been working with Yvan for over 15 years and I couldn't be happier. In addition to being incredibly knowledgeable, Yvan has an extremely high level of integrity and I completely trust him with my investments. As his business has grown, he has hired additional high quality associates (Christina, Teresa and Asia) with the same level of integrity and customer service. Yvan and team continue to exceed my expectations.
Yvan has been managing my investments for over 10 years and I could not be more satisfied. I highly recommend YHC Wealth Management. Yvan and his team are definitely experts in this field. His work ethic, integrity and commitment to his clients is admirable. He is very personable and the kind of person that remembers your wedding anniversary and the name of your children. Over the years, his practice has grown and he has added several wonderful additions to the team that clearly share his same ambitions and dedication. Yvan ... read more
Frequently asked questions about YHC Wealth Management Group : Yvan Cao
How is YHC Wealth Management Group : Yvan Cao rated?
YHC Wealth Management Group : Yvan Cao has a 5 star rating with 7 reviews.
When is YHC Wealth Management Group : Yvan Cao open?
YHC Wealth Management Group : Yvan Cao is closed now. It will open tomorrow at 9:00 a.m.
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