Flagship Wealth Advisors, LLC

CONNECT

Address:

301 Edgewater Pl Ste 400

Wakefield, MA 01880

Phone:

1-800-631-9997

Fax/Other:

1-781-224-9920,,

Angela Yin

Angela Yin

Financial Analyst

Angela Biography

 

Angela Yin, Financial Analyst

 

Angela Yin works with Paul V. Ryan, Jr. CFP® and the firm's other advisors to provide clients with the right information to make smart financial decisions. As the firm's Financial Analyst, Angela conducts research into stocks, mutual funds, EFTs, bonds and other investment options. She also provides analysis and creates portfolios and asset allocation reports for the firm's advisors.

 

"It's important for us to listen to our clients and understand their needs, and to present information in a way that helps them see how their investments are part of their lives," Angela says. She is proficient in using financial software and presents portfolios, financial statements and other information in a way that is easy for clients to read and understand. "The colorful pages in the reports and portfolios help us communicate to clients their options and our suggestions for their investments," she says.

 

Angela grew up in China and knew early on that she wanted a career in finance. She earned her bachelor's degree in Finance at Shandong University of Finance and Economics, and her master's degree in Finance at Clark University Graduate School of Management. "I respect that people work hard for their money, and I want to help them lead happy lives," she says. "The clients and I learn from each other. It is a privilege to get to know them and earn their trust to help them make informed financial decisions." 

 

Angela joined the firm in 2015 and is a welcomed addition to the Flagship Wealth family. "When I came for my first interview, Paul, Veronica and Christine treated me like family," she says. "I knew this was the right firm for me. I could learn from and be inspired by my professional colleagues, and I could help our clients feel like family, too." Angela's coworkers view her as positive and optimistic—qualities that clients who meet Angela will appreciate, too.

 

Angela now resides in the Boston area and considers herself a "super Celtics fan." She enjoys spending time and traveling with her family from China, and she recently took them on a road trip through the Western US. She also enjoys hiking and exploring our country's National Parks.

 

 

Phone: 781-224-9924 ext. 65

Fax: 781-224-9920

Email: angela.yin@flagshipfa.com

 

Phone 781-224-9924
Fax 781-224-9920
Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck