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Anna Yen

Contributing Writer

About Anna Yen

Anna Yen is a CFA charterholder, financial wellness expert, writer, and investor at FamilyFI. She has two decades of experience in global financial markets focusing on derivatives, wealth management, and alternative investments as a former Associate at JPMorgan and Director at UBS. Anna graduated from the Wharton School and Engineering School of the University of Pennsylvania.

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Articles by Anna Yen

How to minimize your taxes in retirement
Retirement planning
3 min read
How to minimize your taxes in retirement
January 17, 2024
by Anna Yen
Should you keep your money in a savings account?
December 27, 2023
by Anna Yen
What are employee stock options (ESOs) and how do they work?
August 16, 2023
by Anna Yen
Tax deductions for homeowners
Real estate
4 min read
Tax deductions for homeowners
August 02, 2023
by Anna Yen

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