Herman Yang, Fic
About Herman Yang, Fic
Herman Yang is a Financial Representative at Modern Woodmen of America, where he has worked since 2018 in the San Francisco Bay Area. He specializes in developing personalized financial strategies and is actively involved in community-building activities through the organization's fraternal benefits.
Work at Modern Woodmen of America
Herman Yang has been a Financial Representative at Modern Woodmen of America since 2018, serving the San Francisco Bay Area for six years. In this role, he specializes in developing personalized financial strategies that cater to the unique needs and goals of his clients. His work involves ongoing plan reviews and adjustments to ensure that these strategies remain relevant as clients' circumstances evolve. Additionally, he actively participates in community-building activities through the fraternal benefits offered by the organization.
Education and Expertise
Herman Yang earned a Bachelor’s Degree in Economics from the University of California, Santa Cruz, where he studied from 2014 to 2018. His academic background provides him with a solid foundation in financial principles, which he applies in his role as a Financial Representative. Yang's expertise includes defining financial goals, assessing clients' financial situations, and creating adaptable plans to facilitate future growth.
Background
Prior to his current position, Herman Yang gained experience in the financial sector through various roles. He worked as a Personal Banker at U.S. Bank for three months in 2016 in Pleasanton, California. He also completed an internship at Modern Woodmen of America from 2017 to 2018, which lasted nine months, before serving as a Local Agent for six months in 2018. These positions contributed to his understanding of financial services and client management.
Community Involvement
Herman Yang is actively involved in community-building initiatives through the fraternal benefits provided by Modern Woodmen of America. His participation in these activities underscores his commitment to fostering community relationships and supporting local initiatives, aligning with the organization's mission to enhance the well-being of communities.