Four Reasons Why I Love Being a Wealth Planning Associate at Nicola Wealth

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Prior to joining the firm, Colton worked at Aviso Wealth, a national financial services company, in the Finance and Operations department specializing in Commissions and Registered Plans. A graduate of The Stern School of Business at New York University, Colton earned a Bachelor of Science with a concentration in Finance and Marketing. Colton is an active member of the firm’s Wealth Planning Associate Committee and holds his Chartered Investment Manager (CIM®) designation.

As a Senior Wealth Planning Associate | Client Relationship Manager, Colton partners with advisors to provide their clients with first-class financial planning and strategic wealth management services.

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Colton Yang

Client Relationship Manager

 Senior Wealth Planning Associate

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The content of this site is intended for U.S. residents. Please note that Nicola Wealth investments funds are generally not offered to U.S. residents at the present time. As such, the contents of this website should not be construed as as an offer of any of Nicola Wealth’s investments funds to U.S. residents. Any information, statement or opinion set forth herein is general in nature, is not directed to or based on the financial situation or needs of any particular investor, and does not constitute, and should not be construed as, investment advice, forecast of future events, a guarantee of future results, or a recommendation with respect to any particular security or investment strategy or type of retirement account. Investors seeking financial advice regarding the appropriateness of investing in any securities or investment strategies should consult their financial professional.

Before proceeding, please confirm if you are an accredited investor by checking the box above. Accredited investors are individuals with a net worth of more than $1 million, excluding the value of their primary residence, or individuals with income of more than $200,000 (or joint income of $300,000 for married couples) per year for the past two years, with a reasonable expectation that such income levels will be attained in the current year.
 
Accredited investors also include certain institutions, including U.S. banks and U.S. branches of foreign banks, U.S. savings and loans associations, U.S. insurance companies, U.S. registered brokers and dealers, U.S. registered investment companies and business development companies (as defined by the U.S. Investment Company Act of 1940).
 
Additionally, certain state pension funds and ERISA plans with more than $5 million total assets and certain partnerships, corporations, and trusts with more than $5 million total assets are also considered.


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Colton Yang

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