Nini Yang

5.0 out of 5.0
Rating 5.0
(6 Reviews)
Financial Professional
+1 (650) 887-1689
Chinese/Chinese (Mandarin)/English
Email us to learn more about financial concepts for your family!

Smart Decisions, Smart Goals

At Transamerica Financial Advisors (TFA), your financial goals become our financial goals. Services that are typically reserved for the wealthy now become available to everyone, with a diverse selection of financial strategies, innovative technology, and the experience and knowledge to help move you toward your goals. Our trusted representatives help you confidently choose from a variety of investments that are best designed to align with your goals, and partner with you to create a clear strategy to help grow and preserve your wealth — no matter life’s changes. *Investing involves risk including the potential loss of principal.
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Creating Confidence

Whether you’re saving for a car, for college, for a wedding, or for retirement, TFA can help you craft a strategy.

Services Offered by Nini

College Funding

No parent wants to compromise the quality of their children’s education, yet tuition costs continue to rise. Whether you’re preparing to send your first - or fifth - child to college, I am here to share useful tactics on how to effectively support your children’s future while still saving for yours.

Retirement Income Strategies

The key to a successful retirement is one that doesn’t require you to compromise your lifestyle or wonder if and when your nest egg will run out. As a TFA representative, I can provide a variety of options to help you prepare for your leisure years confidently without having to sacrifice your quality of life.

Business Strategies

Small business owners need financial and insurance options for themselves and their employees, and they need to ensure the future security of their businesses. I can help structure strategies for employees and owners to help ensure if- or when- something happens, those who own and run the business are protected.

Insurance Protection

The most important part of preparing for the future is protecting it. As a TFA representative, I can help you prepare for uncertainty. Whether you outlive your retirement, pass away unexpectedly or become disabled, there are products that can help protect the life you’ve built for you and your loved ones.

Legacy Strategies

Without a personal legacy plan, the value of your estate can be eroded by taxes and assets may be dispersed in unintended ways. I can work with your attorney and tax professional to fund legacy strategies that can include life insurance products to keep your loved ones secure long after you're gone.

Variable Annuities

Variable annuities are utilized as a tax-advantaged way to create a more predictable income in retirement and to transfer wealth to loved ones. When you purchase a variable annuity with a one-time payment or a series of payments, you enter a contract with an insurance company in which it promises to make a lump sum or series of payments to you either immediately or in the future.
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Our Success is Built on Yours

TFA empowers entrepreneurs to advance their practice and make a difference in the lives of clients through providing wealth and investment strategies. With access to our robust platform, diverse product portfolio, ongoing education and training, it's possible to build a holistic financial services practice. Whether you're new to this business or a seasoned professional, TFA is centered around fueling your growth as you build a legacy for yourself and help others do the same.

Frequently Asked Questions

Recent Reviews for Nini Yang

Displaying reviews 1 - 5 of the 6 most recent
  • 5 out of 5
    Rating 5.0
    Shaung Qi Yang is very knowledgable in financial planning and taxation. She provided recommendations on my short term and long term retirement plan based on my personal situation, financial condition, and my spending patterns. I highly recommend her as a financial planner.
  • 5 out of 5
    Rating 5.0
    I had a great experience working with Ms. Yang. She helped me to understand the importance of financial planning in a way that I never did before. She is professional and patient in answering questions. She even met with me to clarify things I did not understand in our initial meeting. I would absolutely recommend her to anyone who is interested in securing their financial future.
  • 5 out of 5
    Rating 5.0
    I've been trying to learn financial concepts for YEARS and in my first meeting with Nini, I felt like I finally saw the WHOLE picture. My subsequent sessions with her have been building on my financial goals. Her follow-up is on point and it's clear that she had taken the time to learn about me and what I want my financial future to look like. I would highly recommend Nini!
  • 5 out of 5
    Rating 5.0
    I’ve had a great experience with Nini Yang as my financial advisor. She has taken the time to help me understand how money works and she caters my financial plan to fit my needs and my life. She is very knowledgeable in the financial field and is also savy on understanding tax law too, which helps me save lots of money! With Nini’s expertise, my accounts have been growing continuously and I feel my money is safe in her hands. Not only is she good at what she does, but I can also tell that she cares and genuinely wants me to be successful financially and in life. I highly recommend her!
  • 5 out of 5
    Rating 5.0
    Great customer service. Very personable and no pressure at all. If you're not financially literate like me, she Makes you feel at ease and really help you understand what you are signing up for. Highly recommend.
  • 5 out of 5
    Rating 5.0
    Shuang Qi is my go-to person for almost anything finance related. She asks very thoughtful questions to truly understand what I am looking for before offering any ideas or solutions. Her approach is always centered around making sure I understand everything. I truly appreciate her patience and empathy for her clients. I’ve worked with her for over ten years and have proudly introduced her to many of my friends and colleagues for financial education. Best of all, despite having numerous clients, she always keep her clients in her mind when any updates to policy and tax law happens. She’s the person you want on your path to financial freedom!
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About Nini's Office

6216 Mount Rushmore Circle
Castro Valley, CA 94552
US
Day of the WeekHours
Monday8:30 AM - 6:00 PM
Tuesday8:30 AM - 6:00 PM
Wednesday8:30 AM - 6:00 PM
Thursday8:30 AM - 6:00 PM
Friday8:30 AM - 6:00 PM
Saturday8:30 AM - 6:00 PM
SundayClosed