Introducing Our Team
Barbara Holian Kong, CFP®, MBA
Director of Financial Services
JY WealthCare, LLC
Review my background on FINRA’s BrokerCheck
Investments and Securities
Long Term Care
Personal Financial Planning
FINRA Series 6, 7, 63 & 66
California Insurance License #0A26929
Financial Planning Association
Professional BusinessWomen of California
Santa Clara County Estate Planning Council
Silicon Valley Financial Planning Association
Friends of San José Public Libraries
Bachelor of Arts – Business Administration, Arizona State University
Master of Business Administration – Arizona State University
“Peace of mind is not just a slogan. It’s the centerpiece of our business and informs every interaction we have with our clients.”
I joined Johanson & Yau in 2004 and lead our wealth management practice.
I help clients examine their financial status and create strategies to set and achieve their life goals. With over 26 years of insurance experience, I introduce clients to life, disability and long-term care coverage, as well as annuities. I’m an Investment Adviser Representative in California CERTIFIED FINANCIAL PLANNER™ professional.
Long-time residents of Berryessa, my husband and I enjoy weekend hikes along the beautiful trails of Alum Rock Park.