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Credentials
Series 63, Series 65
Experience Industry experience
25 years
Location
Rockville, MD 20850
Eagle Strategies (NY Life)
Enterprise
Yaya Wang is a financial advisor with Eagle Strategies (NY Life) based in Rockville, MD, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. She has worked at New York Life Insurance Company since 2000 and has operated Yaya Wang Financial Associates since 2008. Her outside activities include insurance brokering through her own firm under a registered DBA. Eagle Strategies serves a diverse client base including individual investors, defined contribution and defined benefit plans, and charitable and corporate clients. The firm offers financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisors, focusing on tailored recommendations and primarily managing assets on a non-discretionary basis.
Based on Eagle Strategies (NY Life)
Based on Eagle Strategies (NY Life)
One-time seminar fees generally range from $35 to $200 per attendee
$0+: 0% to 1.25% (for Co-Advisory Program, fees to Eagle are negotiable and range from 0% to 1.25%) 0+: Up to 0.80% of plan assets or up to $100,000 flat amount (for Eagle Retirement Plan Consulting Program; fees are negotiable and may be tiered) 0+: 0.05% to 0.80% of plan assets or up to $100,000 flat amount (for ERISA Investment Manager Program; fees are negotiable and may be tiered) $0+: 0% to 1% of Accumulation Value (for New York Life Premier Advisory Variable Annuity; advisory fee payable to Eagle)
Fee-based hourly advice ranges from $100 to $400 per hour
Ongoing Subscription Agreement for financial plans with fees agreed for five years, payable annually, monthly or quarterly
Account minimum: $25,000 (for New York Life Premier Advisory Variable Annuity) with no minimums clearly stated for other programs; some third-party managers and co-advisers may have minimums, which can be waived or charged additional fees if below minimums Minimum fee: Financial planning fees generally range from $500 to $45,000 per plan Fee-only: Financial planning fees ranging from $500 to $45,000 and fee-based hourly advice generally $100 to $400 per hour
Rockville, MD Hungerford Drive
932 Hungerford Drive, Suite 15 B
Rockville MD 20850
Advisors at this office
1
Maryland
25 years of industry experience
Abacus Financial Strategies LLC
2023 - 2025 • 2 years
Rockville, MD
Yaya Wang Financial Associates
2008 - Present • 18 years
Bethesda, MD
New York Life Insurance Company
2000 - Present • 26 years
Bethesda, MD
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Verified by Warmer
Book time directly with this advisor
CFP®
Clarksville, MD
Free State Financial Planning, LLC
John Bell is a CFP®-certified financial advisor with 21 years of industry experience. He is currently the sole advisor at Free State Financial Planning, LLC, having previously worked at Charles Schwab and Ameritrade, Inc. Beyond his advisory work, he serves as a FINRA arbitrator and acts as the financial secretary and council member of St. Paul's Lutheran Church, where he manages donation tracking and budgeting. Free State Financial Planning LLC provides fee-only financial planning services to individuals, high-net-worth clients, and businesses. The firm’s guidance is based on Modern Portfolio Theory, emphasizing passive investments through low-cost ETFs and no-load mutual funds, and focuses on delivering educational resources without discretionary investment management.
Verified by Warmer
Series 66, Series 7
North Bethesda, MD
Independent Financial Group, LLC
Ben Arie is a Series 66-licensed financial advisor with Independent Financial Group, LLC, based in North Bethesda, MD. He has four years of industry experience and previously worked at Plotkin Financial Advisors and APEX Home Loans. Outside of advising, he is involved in selling life insurance and annuities. Independent Financial Group, LLC is a dual-registered broker-dealer and SEC-registered investment adviser serving individuals, charities, corporations, and plan sponsors. The firm offers a variety of advisory programs through its AccessPoint platform and third-party asset managers, providing both discretionary and non-discretionary portfolio management.
Verified by Warmer
Series 65, Series 63, Series 7, AIF®, CMFC®
McLean, VA
Fedwise Advisors
David Setia, AIF, CMFC, is a financial advisor with LPL Financial in McLean, Virginia, holding Series 7, Series 65 and Series 63 credentials and over 10 years of industry experience. He has been with LPL Financial since 2016. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, retirement plan consulting, and brokerage services, utilizing both proprietary and third-party research and model portfolios.
Verified by Warmer
Series 66, Series 7, TPCP®
North Bethesda, MD
LPL Enterprise
Simeon’s role is to help clients create a coordinated financial strategy that aligns their investments, taxes, retirement income, and long-term goals into one cohesive plan. A big part of his approach is helping clients simplify complexity and make confident decisions during periods of uncertainty.
CFP®
Silver Spring, MD
Tender Wealth
Jessica Horner is a CFP® currently with Tender Wealth in Silver Spring, MD. She has prior experience at Chevy Chase Trust and JMH Financial LLC, with a total of several years in the financial services industry. Before her advisory career, she worked for Howard County - Central Fleet for eight years. Tender Wealth is an independent firm providing financial planning and consulting to individuals and high-net-worth clients, emphasizing financial education through public workshops and an after-school program that combines youth sports with basic financial literacy. The firm offers written plans and recommendations without portfolio management or custody and incorporates ESG considerations in its advice.
CFP®, Series 65
Reston, VA
Oakton Financial, LLC
Kevin Lozer is a CFP® with 17 years of industry experience, currently serving as the sole advisor at Oakton Financial, LLC. He previously worked for ten years at CLEARLOGIC FINANCIAL, INC., formerly known as Ticknor Atherton & Associates. Oakton Financial serves high-net-worth individuals and small businesses with comprehensive financial planning and discretionary investment management. The firm emphasizes a strategic asset-allocation approach based on Modern Portfolio Theory, tax-aware investments, and a boutique, limited-client model without charging percentage-of-assets-under-management fees.
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