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Angelie Yang, Financial Advisor

Focus Areas

  • Business owner considerations
  • Retirement savings strategies
  • Retirement income strategies
  • Estate and legacy strategies
  • Wealth protection strategies

About Angelie

Before joining Edward Jones, I spent over 20 years in the financial services sector, which included operating venture capital, debt financing, equity financing and supporting enterprise clients with financial services like equipment leasing and pay-on-demand. In the first half of this journey, I participated in or led B2B businesses at global IT companies HPE and Dell-EMC, while in the second half, I was concerned with the entire operation of a company as one of the business owners, even though our business was investment management.

Now I am passionate and honoured to help business owners, professionals, retirees and new immigrants pursue their...

Work History

  • Edward JonesJanuary 2020 to Current

Education

  • Renmin Univ. of ChinaMaster of Arts

Personal Interests

  • Reading
  • Technology
  • Volunteering
  • Real Estate

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 09:30AM - 07:30PM
Tue 09:30AM - 07:30PM
Wed 09:30AM - 07:30PM
Thu 09:30AM - 06:00PM
Fri 09:30AM - 06:00PM
Sat By Appointment Only
Sun By Appointment Only

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

More to explore

My priorities

What are your priorities?

Need help determining what your financial priorities are? The "My Priorities" quiz can help.

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Setting your path

We use an established process to help you reach your goals.

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