Grace S. Yung, CFP®, our CEO and Founder, has been providing trusted advice to individuals and families for over twenty years. Grace is dedicated to building and preserving a secure future for her clients and their loved ones by offering guidance throughout different stages of life. She understands that everyone has unique goals, dreams, and challenges, and strives to ensure each client's plan is tailored to their specific aspirations. Grace supports several causes close to her heart, and her fluency in two languages and passion for travel and the arts provide unique perspectives to her financial planning.
Among her accolades and honors, Grace has been a CFP Board Ambassador since 2021. She is also a contributing writer for the monthly financial column for Out Smart Magazine and writes for a local newsletter, the Houston Medical Times. She co-founded an advisor-led roundtable of women leaders at LPL Financial, serves on the Advisor Inclusion Council (since 2021), and has been featured as a speaker for several of the firm’s advisor development programs. Her awards include the Five Star Wealth Manager Award from Texas Monthly (2012-2023) and the DiversityFIRST™ Leadership Award from the Texas Diversity Council (2015). She earned her bachelor’s degree in Finance & Management from the University of Houston.
Insurance licenses in Life, Health, and Accident & Sickness. Licensed to serve clients in several states, including AR, AZ, CA, CO, CT, FL, GA, MD, MS, MO, NM, NV, OH, PA, TX, VA, WA, WI, and WV.