|
+1 914-574-5023
|
|
| 9 Leone Close, Scarsdale, NY, 10583 | |
|
1.1 miScarsdale
1.7 miBus Stop for Beeline 20, 21, BmX 4C
2.1 miHartsdale
|
|
Activate map
Specialties
Retirement Plans for small businesses, tax deferral savings, innovative tax strategies.
History
Established in 2001.
401(k) Consulting. Retirement Plans for Small Business Owners. Tax Deferral Strategies for High Income Earners.
Meet the Business Owner
Bonnie Y.
Business Owner
Ms. Yam is a Chartered Financial Analyst and an Enrolled Agent. She graduated from Smith College with a BA in Mathematics and Economics. She received an MBA in Finance from University of Chicago. Before starting her Qualified Plan business seven years ago, she was a Financial Manager for Time Magazine, New York and a Hedge Fund Research Analyst for Cheetah Investments, Hong Kong. Ms. Yam has extensive experience in investment management, investment fiduciary and investment education. She is a member of ASPPA, NATP, CFA Institute and NYSSA.
