Yvonne Yeung - Licensed Insurance Broker

From Hong Kong to New York

Born and raised in Hong Kong, I bring a unique perspective shaped by both Eastern and Western financial philosophies. My journey to becoming an insurance professional was paved by over two decades of experience as a Certified Public Accountant (CPA).

Throughout my accounting career, I witnessed countless families struggle with unexpected financial burdens - medical emergencies, loss of income, and inadequate planning for retirement. These experiences ignited my passion for helping families prepare for life's uncertainties.

A CPA's Approach to Insurance

My background as a CPA gives me a distinctive advantage in the insurance industry. I analyze insurance products with the same rigor and attention to detail that I applied to financial statements and tax planning. This means you get recommendations based on solid financial logic, not sales pressure.

I believe in long-term planning and sustainable financial strategies. Every recommendation I make is designed to protect your family's financial health for years to come, not just provide a quick fix.

Serving the Asian American Community

As a member of the Asian American community, I understand the unique financial concerns and family values that shape our planning decisions. Whether it's supporting aging parents, planning for children's education, or ensuring a legacy for future generations, I speak your language - literally and figuratively.

Fluent in Cantonese, Mandarin, and English, I ensure that language is never a barrier to understanding your insurance options and making informed decisions.

20+ Years CPA Experience

Deep financial analysis and planning expertise

Licensed Broker

National Life Group authorized representative

Trilingual

Cantonese, Mandarin, and English

Family-First Approach

Understanding Asian family values and needs

My Philosophy

How I Serve My Clients

Principles that guide every client relationship

Trust & Transparency

I explain every product in plain language, ensuring you fully understand what you're purchasing and why it's right for your situation.

Long-Term Thinking

My CPA background means I focus on sustainable financial strategies that will serve your family for decades, not quick-fix solutions.

Client-Centered

Your family's unique needs always come first. I take time to understand your situation before making any recommendations.

Education First

I believe informed clients make better decisions. I'll help you understand insurance concepts so you can confidently plan your future.

Connect With Me

Follow My Journey

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Let's Discuss Your Family's Future

Schedule a free consultation to explore how I can help protect what matters most to you.