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Suping Y

PFS™, Series 65

Vancouver, WA

Wealth Management

Suping Yang is a financial advisor with Wealth Management who holds a PFS™ designation and a Series 65 license, bringing 17 years of industry experience. She has been with Wealth Management since 2014 and has operated a CPA practice, Susan S Yang CPA PC, since 2004, where she serves as president and supervises accounting staff. Yang is also involved in healthcare management and commercial real estate businesses outside of her advisory role. Wealth Management provides investment advisory and financial planning services to a diverse client base, including individuals, pension plans, trusts, corporations, and government entities. The firm manages approximately $3.7 billion in assets, utilizing a passive investment approach focused on no-load mutual funds and ETFs, with portfolios grounded in Modern Portfolio Theory and a long-term, buy-and-hold strategy.

Passive / index investing Retirement plans for business owners (SEP, solo 401k) General retirement planning General tax planning Founder/Business Owner Executive
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