JY WealthCare, LLC
JY WealthCare, LLC was founded by the partners of Johanson & Yau in 2002 to add a whole new dimension of services to our clients. Our Director of Financial Services, Barbara Holian Kong, and your licensed CPA partner work together to conduct a comprehensive review of the client's financial affairs. This holistic approach covers estate planning, retirement and education planning, debt and risk management and other areas. The result is the identification of financial services needs and a plan to implement solutions. With JY WealthCare, LLC "quarterbacking" the process, including drawing upon the expertise of the client's attorney and other professionals, the result is financial peace of mind for our clients. The combination of the CPA and financial services professional working in tandem in one office provides clients with a unique and valuable service.
Refer to www.jywealthcare.com for information and resources.
JY WealthCare, LLC is allied with 1st Global of Dallas, Texas. 1st Global is a broker-dealer specializing in assisting CPA firms across the country in providing comprehensive financial services through their firms. It provides significant and comprehensive resources to our firm, including technical expertise, securities brokerage, marketing and administrative support.
For more information on our financial planning services, contact your CPA partner or Barbara Holian Kong, CFP, MBA at barbarak@jywealthcare.com
Contact Information
JY WealthCare, LLC
160 West Santa Clara St. Suite 900
San Jose, CA 95113
Phone: (408) 288-5111
Fax: (408) 288-7174
www.jywealthcare.com
barbarak@jywealthcare.com
elizabethr@jywealthcare.com
Securities offered through 1st Global Capital Corp. Member FINRA/SIPC. Investment Advisory Services offered through 1st Global Advisors, Inc. Insurance services offered through 1st Global Insurance Services, Inc. We currently have advisers licensed and registered to sell securities in the states of California, Hawaii, Maine,Maryland, Massachusetts, Nevada, New Hampshire, Oregon, and Washington. This is not an offer to sell or solicit securities in any other state of jurisdiction.