May122021
Episode 16: Margaritas with Marguerita — Discover the power of financial wellness with Bonnie Yam of Pension Maxima who will talk about investment management
A Note from Marguerita Cheng, CFP® — On the May 14th episode of my radio show, my guest Bonnie Yam and I will share insight into how women can improve their knowledge of financial matters to gain financial security.
Tonight’s topic: The importance of financial wellness
About Bonnie: An incredibly educated financial professional with accreditations that include CFA, CFP, CLU, ChFC, RICP, EA, CVA, CEPA, Bonnie has extensive experience in investment management, investment fiduciary, and investment education. Bonnie is also a member of ASPPA, NATP, CFA Institute, and NYSSA, and she is also a Chartered Financial Analyst and Enrolled Agent.
Before starting her Qualified Plan business seven years ago, she was a Financial Manager for Time magazine, New York, and a Hedge Fund Research Analyst for Cheetah Investments, Hong Kong. A graduate of Smith College with a BA in Mathematics and Economics, Bonnie received her MBA in Finance from the University of Chicago.
