_An Edhat Reader
By Arlington Financial Advisors
Michael Yang, formerly a paraplanner with Registered Investment Advisory firm Arlington Financial Advisors, has stepped into a new role as financial planner for the company after completing the rigorous requirements to become a CERTIFIED FINANCIAL PLANNER™.
Yang, who joined Arlington Financial Advisors in February 2021, completed the demanding CERTIFIED FINANCIAL PLANNER™ (CFP®) Certification Professional Education Program after more than a year of study and passed the exam needed to earn the nationally recognized CFP® designation.
CFP® certification is the standard of excellence in financial planning. To obtain it, professionals must accrue thousands of hours of experience, and meet comprehensive education, training and ethical standards. They must commit to serving the best interests of their clients to prepare them for a more secure tomorrow.
A graduate of the University of California at Santa Barbara, Yang holds a bachelor’s degree in Psychological and Brain sciences. At Arlington Financial Advisors his duties revolve around holistic financial planning, including estate, insurance, investment, and retirement planning; investment and portfolio management, and data management.
Outside of work, Yang is committed to serving the broader Santa Barbara community. He serves on the Investment Committee for the Teddy Bear Cancer Foundation, on the Endowment Committee for Boy Scouts of America – Los Padres Council, and is a general member of the Rotary Club of Santa Barbara Sunrise.
Yang is a recipient of the Eagle Scout Merit and is passionate about the outdoors. In his free time, he is an avid member of the fitness community and enjoys finding delicious foods and meeting new people.
Arlington Financial Advisors is committed to working with high net-worth individuals/ families to maintain, preserve, and grow their wealth. The firm recently celebrated its 13th year in business serving the Santa Barbara community and marked a major milestone in the company’s growth: surpassing $1 billion in client assets.
The firm was founded by a group of long-time financial professionals determined to provide high quality, independent financial advice to Santa Barbara-area families and institutions. As a Registered Investment Advisor, the company is held to a fiduciary standard that requires its team to provide clients with a full explanation of their investing options and to only make recommendations that favor the client’s best interest.
—Arlington Financial Advisors is located at 100 E. De La Guerra St, in Santa Barbara. For information call 805-699-7300, contact info@arlingtonfa.com<mailto:info@arlingtonfa.com>, or visit https://www.arlingtonfinancialadvisors.com/.
