Scott Yang
Financial Advisor
CFP®
With over 20 years of financial sector experience, CERTIFIED FINANCIAL PLANNER™ professional Scott Yang is an advisor in Allworth’s San Jose, California, office. A licensed CPA, before embarking on a career as an advisor, Scott worked in finance and accounting at several world-renowned firms, including Sun Microsystems, Symantec, and the accounting giant, Deloitte & Touche. A former president of the Financial Planning Association’s Silicon Valley Chapter, and a chapter president of Toastmaster’s International, in his spare time, Scott enjoys playing tennis and spending time with his wife and two children, Tyler and Katelyn.
Latest Insights
The Emotional Side of Estate Planning: Preparing Your Family for the Future
Planning for your wealth's future involves more than just legal documents—it’s about creating a lasting legacy that your family understands and can …
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The Myth of Market Timing: How Emotional Investing Can Lead to Poor Outcomes
Is your ‘gut’ in charge of making investing decisions for you? Here’s why that’s a bad strategy.
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The Top 6 Tax Planning Mistakes High-Net-Worth Investors Make (And How to Avoid Them)
Explore some of the most common tax planning missteps high-net-worth investors face—and discover strategies for optimizing your wealth.
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