White Plains, NY Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Pension Maxima Investment Advisory, Inc.
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Firm-wide stats for Pension Maxima Investment Advisory, Inc.
About
Pension Maxima serves pension, profit‑sharing and 401(k) plan sponsors as well as individual clients, providing pension consulting, financial planning, model portfolio management, and a manager‑of‑managers service. The firm focuses on plan‑level advisory work and delivers recommendations and oversight rather than acting as the primary trading agent for most accounts, with most client assets managed on a non‑discretionary basis.
Its process centers on developing written investment policy statements, selecting mutual‑fund lineups to implement those IPSs, and periodically reviewing model portfolios and third‑party asset managers. The firm also provides participant education and investment workshops for self‑directed plan participants under ERISA guidance and conducts ongoing monitoring of recommended managers and model portfolios.
Notable distinctions include routine participant seminars and workshops, staff who act as licensed insurance agents, and related activities such as licensing and financial‑wellness instruction and tax‑planning services that create additional referral and compensation relationships. These relationships and potential conflicts are disclosed in the brochure, and the firm describes procedures for documenting suitability, disclosing referral arrangements, and attempting to mitigate conflicts through fiduciary practices.
Expertise
Location
White Plains NY
Advisors at this office
2
Advisors at this office
Peter Y
Series 63, Series 65
White Plains, NY
Pension Maxima Investment Advisory, Inc.
Peter Yam is a financial advisor at Pension Maxima Investment Advisory, Inc. with two years of industry experience. He previously worked at OCBC Bank for eight years and was retired for three years before joining his current firm. Pension Maxima primarily serves pension, profit-sharing, and 401(k) plan sponsors and participants, as well as individual clients. The firm provides pension consulting, financial planning, model portfolio recommendations, and a manager-of-managers program, focusing mainly on non-discretionary advisory services and educational workshops for retirement plan participants.
Bonnie Y
CFP®, CFA®, ChFC®, Series 66
White Plains, NY
Pension Maxima Investment Advisory, Inc.
Bonnie Yam is a CFP®, CFA®, and ChFC® with 18 years of experience in the financial industry. She has been with Pension Maxima Investment Advisory, Inc. since 2007 and is currently associated with Mi Lino Gato. Outside of advisory work, she provides financial wellness education through SUNY Westchester and operates a tax planning firm, Mi Lindo Gato, where she manages client inquiries and tax preparation services. Pension Maxima primarily serves pension, profit-sharing, and 401(k) plan sponsors and participants, as well as individual clients. The firm focuses on pension consulting, financial planning, model portfolio recommendations, and a manager-of-managers program, with an advisory practice that is largely non-discretionary.
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