Yvan Cao - Newport Beach, California

Yvan Cao is a financial planner and consultant who offers his services at 4675 MacArthur Ct, Newport Beach, CA 92660. You can easily reach him by phone at 9495762372 or visit his website at yhcwealthmanagement.com. As a financial consultant, Yvan Cao specializes in providing expert advice and guidance to help individuals and businesses manage their finances effectively.

One of the standout features of Yvan Cao's office is its accessibility. The entrance, parking lot, and restroom are all wheelchair accessible, making it easy for everyone to visit. Additionally, there is a restroom on-site, and appointments are recommended to ensure that you receive the personalized attention you deserve.

Yvan Cao has received rave reviews from his clients, with an average rating of 5/5 on Google My Business based on six reviews. People appreciate his expertise, professionalism, and dedication to helping them achieve their financial goals.

If you're looking for a financial planner or consultant who can help you manage your money effectively, Yvan Cao is an excellent choice. His convenient location, accessibility, and exceptional reputation make him a top pick for anyone seeking financial guidance.

Don't hesitate to contact Yvan Cao today to learn more about how he can help you achieve your financial goals. You can visit his website at yhcwealthmanagement.com to learn more about his services and schedule an appointment.

Reviews of Yvan Cao

Allen Gomez

5/5

We went in for the yearly review of our finances today. I used to consider reviewing my retirement portfolio like going to the dentist. Another cavity? I swear I brush twice a day and sometimes floss. But Yvan provides a comprehensive evaluation of where we are now and what we need to do to get closer to our goals. He is honest and direct. He provides excellent advice on all aspects of finance planning for the future, not just where to invest short term to make a quick dollar. When you leave the office, you know that your family's future is safe. His staff is wonderful as well. They do so much for their clients on a personal level that just isn't seen at another firm that just cares about the bottom line. Highly recommended.

khanhi nguyen

5/5

Yvan has been managing my investments for over 10 years and I could not be more satisfied. I highly recommend YHC Wealth Management. Yvan and his team are definitely experts in this field. His work ethic, integrity and commitment to his clients is admirable. He is very personable and the kind of person that remembers your wedding anniversary and the name of your children. Over the years, his practice has grown and he has added several wonderful additions to the team that clearly share his same ambitions and dedication. Yvan and his associates are truly are the A-TEAM. Their work ethic also extends to the local community through service and charity, which says so much about them as a whole.

Dave Miyashita

5/5

My girlfriend and I have met with Yvan Cao twice for consultation regarding investment options, long term care planning, and retirement planning. I retired at the end of 2018 and I wanted to explore my option of having Yvan manage my Vanguard 401 K and my Merrill Lynch IRA and my girlfriend's IRA with Wells Fargo. He was extremely honest and told us that his management fees are a little higher and advised us to keep our money where it is. He didn't charge us for his time and last year he did a financial analysis for my girlfriend and I for no charge. I am not use to such honesty and generosity in the corporate world. He spent time with us and I didn't feel rushed and he answered all of our questions. This is so refreshing given all the corporate greed and corruption that is rampant in the world. He explained how he could help us in the future if we needed help and wanted to retain his services. He explained clearly what services he offered with no hidden fees or commissions. He charges one flat fee. I can strongly recommend doing business with him. My friend of 41 years also found Yvan very helpful

Raymond Wang

5/5

I’ve been a client for years. Followed him from his previous position at Edward Jones. He’s been wonderful at helping me toward my goals of retirement and investments for my future. His honesty and integrity are unmatched. I would absolutely recommend consulting with him if you need help with your financial future. He will spend all the time you need to fully get to know you and see what it is you need. His goal is to help you with your overall well being. Not just financial.

Charlie Gilmore

5/5

I have been working with Yvan for over 15 years and I couldn't be happier. In addition to being incredibly knowledgeable, Yvan has an extremely high level of integrity and I completely trust him with my investments. As his business has grown, he has hired additional high quality associates (Christina, Teresa and Asia) with the same level of integrity and customer service. Yvan and team continue to exceed my expectations.

Tom Alexander

5/5

A wonderful person thinking about our environment and going solar