Yvan Cao - Raymond James

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.
Sep 30th, 2021

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.
Oct 26th, 2017

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.
Sep 13th, 2017

Aug 7th, 2017

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
Jun 26th, 2019