Christopher Yang
CFP, CFA, CPA · Yang Integrated Advisors
About Christopher Yang
Christopher Yang is one of the few advisors in the country holding CFP, CFA, and CPA credentials, enabling him to provide truly integrated investment, tax, and financial planning for high-net-worth individuals in the Boston area. His comprehensive approach eliminates the gaps that occur when different professionals handle different aspects of a client's financial life.
Services Offered
Fee Structure
Fee-Only (fiduciary)
Minimum assets: $750,000
This advisor is compensated solely by client fees, not commissions. They are legally bound to act in your best interest as a fiduciary.
Specialties
Tax Planning
Minimize your tax burden with strategic planning, tax-loss harvesting, Roth conversions, and year-round tax optimization.
Investment Management
Grow your wealth with professional portfolio management, asset allocation, and evidence-based investment strategies.
Wealth Management
Comprehensive wealth management for high-net-worth individuals including tax, estate, philanthropy, and multi-generational planning.
Estate Planning
Protect your legacy with wills, trusts, beneficiary designations, and wealth transfer strategies for future generations.
Why Choose Christopher?
24+ Years Experience
Proven track record serving clients since 2002
3 Professional Credentials
Holds CFP, CFA, CPA designations
61 Client Reviews
4.9/5 average rating from verified clients
In-Person & Virtual
Flexible meeting options to fit your schedule
Client Reviews
John M.
December 10, 2025
Working with Christopher has been a game-changer for our family's finances. They took the time to understand our unique situation and created a plan that actually works for us.
Sarah T.
November 13, 2025
Christopher is incredibly knowledgeable and patient. They explained everything in terms we could understand and never made us feel rushed or pressured.
Mike K.
October 16, 2025
I've been working with Christopher for over 8 years and they have consistently delivered excellent advice. Their expertise in Tax Planning has saved us thousands.
Location
Boston, Massachusetts
Map integration available on request
Request a Free Consultation
Connect with Christopher to discuss your financial goals. In-person or virtual meetings available.
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