Scott Yang
Financial Advisor
CFP®
Scott Yang is a CERTIFIED FINANCIAL PLANNER® professional in Allworth’s San Jose, California, office. With more than 30 years of financial sector experience, Scott is also a licensed CPA who previously held roles at several globally recognized firms, including Sun Microsystems, Symantec, and the accounting giant Deloitte & Touche. Additionally, Scott has served as president of both the Financial Planning Association’s Silicon Valley Chapter and Toastmasters International’s local chapter.
My process starts with getting to know each client—their values, their priorities, and the goals they want to achieve. From there, I focus on educating them so they feel empowered to make informed decisions. I keep financial planning front and center, not just for today, but for the future they’re building toward.
Throughout our partnership, my clients can expect a dedicated professional who works to take the stress out of managing their finances. My goal is to help alleviate that worry so they can focus more fully on their families, their passions, and the things that matter most.
I’m driven by a desire to help people reach their goals while freeing up their time and energy for the things they care about most. When clients feel secure and supported in their financial lives, they’re better able to enjoy their families, careers, and personal pursuits—and that’s the outcome I strive for every day.
I’m here to ease financial stress so my clients can focus on family, work, and what brings them joy.
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