Edward Jones - Financial Advisor: Michael Y Tang

For you to succeed, you must clarify what success means to you. Every client defines this differently. My work entails finding out what makes my clients happiest and what defines success for them. I then craft a tailored financial plan to help them achieve these things. People can make decisions based on their own beliefs, not the stock market or well-meaning friends. I am happy when my clients are confident and feel in control of their lives. My one-on-one approach means I don’t take risks with my clients' money. Instead, I build a portfolio that reflects their needs and challenges. Money is an essential part of every client's success, so I explain my recommendations, why I make them, and how they can help my clients meet their financial objectives. My most important work is with families of special-needs and disabled individuals. The government's support is intricate and comprehensive. I help my clients navigate this as part of their progress. If there are chances to discuss this in our community, I will educate professionals and families. I can advise clients on their finances because I have the necessary experience. My career began as an engineer. I use my planning and tracking skills every day. I earned an MBA in finance and worked at a bank for five years. In 2001, I initiated an Edward Jones branch. Judy Liang, a Branch Office Administrator, has worked with me since then. My mission is to provide exceptional service in a welcoming environment. My wife helped me raise my kids, and now they are grown. Both are triathletes, as are my wife and me. We sometimes race as a family. My sons can finish a triathlon alone, but my wife and I do relays to share the experience.