Yunfen Yi | Wealth Management Associate | Cerritos, CA | U.S. Bancorp Wealth Management

Anna Yi

Wealth Management Associate
U.S. Bancorp Investments

562.924.4437

Primary Office
11350 South Street
Cerritos, CA 90703

Thank You

Your message has been sent to Anna Yi. We look forward to being in touch.

Contact Me

Complete this form and Anna Yi will contact you to discuss your needs.

* Indicates required fields

Error: Please correct the errors and send your information again.
Error: First Name is a required field.
Error: Last Name is a required field.
Error: Phone Number is a required field.
Error: Phone Number entered is incorrect.
Error: Email Address is a required field.
Error: Email Address is invalid.
Which areas interest you? Check all that apply *
Error: Area of interest is required field.

About Me

It is my pleasure to serve the financial needs of people in the Cerritos area. I started in the financial industry in 2013. I hold a Master of Business Administration degree in accounting from Mercer University in Atlanta, Georgia. I am fluent in Cantonese and Mandarin. California Insurance License #0K90052.

I want to make managing your finances as easy as possible for you. I will support your U.S. Bank Wealth Management Banker and your Wealth Management Advisor in U.S. Bancorp Investments in bringing you a holistic approach to financial management. We will collaborate to understand your financial situation and propose personalized strategies to help you work toward your financial goals.

Area of Focus

Client Service

Research

Proactive Client Contact

Wealth Team Support

Administration

About U.S. Bancorp Wealth Management

Whether you’re just starting out or have already achieved a certain level of wealth, our Wealth Management team can help you find ways to make your money work as hard as possible to help you work toward your goals. We offer comprehensive wealth management services including retirement and financial planning, investment management, trust and fiduciary services, and private banking from U.S. Bank. We also offer retirement and financial planning, investment management, and brokerage strategies from U.S. Bancorp Investments.