Chfc® Ricky Yang Cfp®

Ricky Yang CFP®, ChFC® is a Senior Investment Associate at Capital Investment Advisors since May 2023, focusing on developing long-term relationships with families and leading holistic financial planning efforts. Prior to this role, Ricky served as an Associate Wealth Management Advisor at Northwestern Mutual from June 2017 to February 2023, where personalized financial plans and investment strategies were created in collaboration with clients and colleagues. Ricky began the professional career as an Underwriting Assistant at Bass Underwriters from January 2016 to May 2017, managing a portfolio of commercial insurance policies and fostering relationships with insurance agents. Ricky holds a Bachelor of Arts in Economics with a Public Policy Emphasis from The University of Georgia, completed in 2014.