Benjamin Yeung is a CFP®-certified financial advisor with four years of industry experience, currently with Seaborn Financial, LLC. Prior to joining Seaborn in 2024, he worked at Fai Wealth Management from 2014 to 2020 and has over a decade of self-employment experience. Outside of advising, he founded BZY, LLC, which provides tutoring services in STEM subjects to high school and college students. Seaborn Financial serves individual and high-net-worth clients and employer plan sponsors with investment management, financial planning, and pension consulting. The firm employs a primarily passive investment approach using index funds and ETFs, combined with discretionary portfolio management and integrates ongoing planning with investment services.

I'm a fee-only, fiduciary financial planner and investment manager in Austin, TX, and I specialize in working with tech professionals. I founded this firm in 2012 and was helping people with their finances for years before that. I was an engineer for nearly twenty years, so I greatly prefer research- and analysis-based approach to finance, rather than flashy salesmanship. More tax-efficient investing and research-proven factors of increased returns, and less market timing and hedge funds. Also, I stand out at financial advisor conferences, because I never wear a suit. Why? The better question is: why is a suit the official uniform of financial advisors? The answer is because our industry originated in sales; fee-only financial advisors such as myself are a relatively new invention, and still uncommon in the industry. Simply put, I don't wear a suit because I'm not a salesman. One of my favorite questions (generally asked only after a beer or two) is: if I'm so good at finance, why aren't I retired and living the good life? The answer is: I am! Building something from the ground up, working hard on something I'm that helps people and that I'm passionate about -- that's my kind of retirement, and it wouldn't have been possible without the financial skills I've built and been taught over the years. Sound interesting? You can set up a meeting at https://seabornfinancial.as.me/.