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Monday 8am - 5pm Tuesday 8:30am - 5pm Wednesday 8:30am - 5pm Thursday 8:30am - 5pm Friday 8am - 5pm

Financial Advisor at Ameriprise Financial Services, LLC

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San Dimas, CA
Financial Advisor at Ameriprise Financial Services, LLC

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Financial Advisor at Ameriprise Financial Services, LLC My rules for success are integrity, honesty, knowledge and caring.

As a financial advisor, I believe it is essential to invest in time with you to understand your needs before you invest your money. It's also important to identify the level of risk you are comfortable with to create the steps necessary to reach your long-term financial goals. I graduated from Tianjin University in China with Bachelors' degree in material science and engineering, then completed a Master's degree in chemical engineering from University of Arizona. I have always been passionate about investment and have been investing in stock markets for over 20 years. I understand the most common mistakes individual investors can make, and the bad habits and traits that can stop people from reaching their financial goals. After working as an engineer for over a decade, I decided to pursue my passion in life to become financial advisor to help others attain their financial goals. I focus on helping individuals and business owners with comprehensive financial planning and investment strategies. I speak fluent Chinese Mandarin and English, which allows me to better serve clients from a variety of ethnic backgrounds. When you work with me, you receive:
- 1:1 financial advice based on your goals and needs.
- Personalized recommendations for a diversified portfolio to help protect you from uncertainty.
- Regular meetings to review your goals, progress and investments.
- Anytime access to your investments and digital tools to help you stay on track.

10/31/2026

U.S. equities were down today. What are the key points to consider? Read this market commentary from .

10/15/2026

As we enter the final months of 2026, Ameriprise Financial experts discuss the key forces shaping markets and the economy, including inflation, interest rates, Treasury yields and the outlook for investors.

10/14/2026

Changing jobs? Together, we can evaluate your 401(k) options and determine what's best for your long-term plans

09/16/2026

What are you working toward? The key to achieving your financial goals is to keep moving toward them. Let’s connect and review your progress.

09/15/2026

Here’s why today's bond market may offer compelling income opportunities for investors, according to Ameriprise Financial Fixed Income Strategist Brian Erickson.

08/12/2026

One day, you’re celebrating the start of a new job. Then you blink and you’re toasting to your retirement. Let’s review your retirement savings and make sure you’re on-track.

08/11/2026

As the 2026 U.S. midterm elections approach, Ameriprise Financial experts share their perspectives on how the results may influence the broader market, economy and investments.

08/05/2026

The markets rallied today and experienced solid gains. provides their thoughts on today’s market upturn in After the Close.

07/16/2026

As we head into the second half of 2026, Ameriprise Financial experts break down key market and economic trends shaping the investment landscape.

07/15/2026

While no one can predict the future, we can work together to help protect you from unexpected events. Reach out to schedule a meeting.

Address

530 W Bonita Avenue
San Dimas, CA
91773

Opening Hours

Monday	8am - 5pm
Tuesday	8:30am - 5pm
Wednesday	8:30am - 5pm
Thursday	8:30am - 5pm
Friday	8am - 5pm

Telephone

+19093940409

Website

https://www.ameripriseadvisors.com/sylvia.yan/

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