Performance figures for each account are calculated using time weighted rate of returns on a daily basis. The Composite returns are calculated based on the asset-weighted monthly composite constituents based on beginning of month asset mix and include the reinvestment of all earnings as of the payment date. Composite returns are as follows:

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Colton Yang


Position

Wealth Planning Associate


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

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 is currently pursuing his Chartered Investment Manager (CIM) designation.

Outside the office, Colton spends his time riding a motorcycle, weightlifting, reading self-help books, and listening to various podcasts such as JRE and Tigerbelly.

Why Nicola Wealth?

“Nicola Wealth is more than a wealth management company. It is a firm that values entrepreneurship, excellence, and building long-term client relationships by thinking outside the box and delivering beyond its client’s expectations. These same values resonate amongst its employees as Nicola Wealth provides each member with opportunities to grow and express creativity while offering a safe environment where mistakes are welcomed. The idea and implementation of “Sharing the Pie” truly characterizes Nicola Wealth’s core philosophy.”


Question & Answers

  • Retirement Dreams?

    To own a large estate with a stable while owning multiple “BBQ Olive” franchises.

  • What languages do you speak?

    English and Korean

  • If you could travel anywhere in the world, where would it be?

    South Africa

  • Would you bungee jump?

    Yes, I have many times in Korea!