As the Managing Member at Yin Financial Planning, my expertise lies in tax planning and retirement planning, areas where I have dedicated my professional life to helping clients achieve their financial aspirations. With a career spanning over 20 years in the field of taxation, I proudly hold the Certified Public Accountant® (CPA®) designation, the Personal Financial Specialist® (PFS®) certification, and the CERTIFIED FINANCIAL PLANNER™ (CFP®) designation.
My academic journey began at Old Dominion University, where I earned my BSBA in Accounting. I further honed my skills and knowledge by obtaining an MS in Accountancy with a specialization in Taxation from Rutgers University. These educational foundations have equipped me with the technical proficiency and strategic insight necessary to provide exceptional financial guidance.
Before establishing Yin Financial Planning, I worked as a Senior Accountant, Senior Financial Analyst, and Senior Internal Auditor in the healthcare industry for over twenty years. This extensive experience gave me broad knowledge in healthcare corporation finance and management. Additionally, I have been the sole owner of Yin Financial Service, LLC, a tax firm I founded in 2005. I worked as a tax preparer and tax advisor/planner part-time during the tax season from 2005 to 2020 and transitioned to full-time after leaving my previous job in the healthcare system in 2020.
In December 2023, I established Yin Financial Planning LLC and became a Registered Investment Advisor (RIA) in May 2024. My passion for personal financial planning drives me to offer tailored, strategic advice to my clients, ensuring they reach their financial goals. The aspect of my job I most enjoy is using my knowledge to help people. There is nothing more rewarding than seeing my clients attain financial security and peace of mind.
Originally from China, I now call New Jersey home. Outside of my professional life, I am actively involved in several esteemed organizations, including the American Institution of Certified Public Accountants Personal Financial Planning Division (AICPA/PFP), the Financial Planning Association (FPA), the National Association of Personal Financial Advisors (NAFPA), and the Alliance of Comprehensive Planners (ACP). In my free time, I am passionate about traveling and exploring new cultures. This love for travel not only enriches my personal life but also inspires creativity in my work. Additionally, I am committed to giving back to the community and volunteering at several organizations. Through these endeavors, I aim to make a positive impact both professionally and personally.