Yvan Cao - Raymond James

Sep 2022

I’ve been a client for years. Followed him from his previous position at Edward Jones. He’s been wonderful at helping me toward my goals of retirement and investments for my future. His honesty and integrity are unmatched. I would absolutely recommend consulting with him if you need help with your financial future. He will spend all the time you need to fully get to know you and see what it is you need. His goal is to help you with your overall well being. Not just financial.

Sep 2019

My girlfriend and I have met with Yvan Cao twice for consultation regarding investment options, long term care planning, and retirement planning. I retired at the end of 2018 and I wanted to explore my option of having Yvan manage my Vanguard 401 K and my Merrill Lynch IRA and my girlfriend's IRA with Wells Fargo. He was extremely honest and told us that his management fees are a little higher and advised us to keep our money where it is. He didn't charge us for his time and last year he did a financial analysis for my girlfriend and I for no charge. I am not use to such honesty and generosity in the corporate world. He spent time with us and I didn't feel rushed...read full review

Sep 2018

We went in for the yearly review of our finances today. I used to consider reviewing my retirement portfolio like going to the dentist. Another cavity? I swear I brush twice a day and sometimes floss. But Yvan provides a comprehensive evaluation of where we are now and what we need to do to get closer to our goals. He is honest and direct. He provides excellent advice on all aspects of finance planning for the future, not just where to invest short term to make a quick dollar. When you leave the office, you know that your family's future is safe. His staff is wonderful as well. They do so much for their clients on a personal level that just isn't seen at another firm...read full review