Dana Shelton

Client Associate at YHC Wealth Management Group

Role: Client Associate at Yhc Wealth Management Group
Location: Newport Beach, CA, US
LinkedIn followers: 500 followers

Customer/Client ServiceView LinkedIn profile

About Dana Shelton

Graduate of Fox School of Business at Temple University with a BBA in finance. Currently…

Experience

Client Associate
Yhc Wealth Management Group
Aug 2025 — Present · Newport Beach, CA, US

Education

Fox School of Business at Temple University
Bachelor of Business Administration - BBA
2017 — 2021

Contact information

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Work email
•••••@yhcwealth.com
Personal email
•••••@•••••.com
Direct dial
+12•••••••41

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Current company

Yhc Wealth Management Group

Financial Services · 3 employees · Newport Beach, California, United States

YHC Wealth Management is a values-based company committed to empowering clients with exceptional service, education, integrity and loyalty. Their team’s mission is to help people live happy and fulfilled lives. They provide financial planning and investment advice to their clients to help them build and preserve their wealth. They work closely with families & individuals, businesses, medical professionals and retirees to develop customized strategies for their financial needs. Securities offered through Raymond James Financial Services, Inc, member FINRA/SIPC. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability. Important Disclosure Information: http://raymondjames.com/smicd.htm YHC Wealth Management Group is not a registered broker/dealer and is independent of Raymond James Financial Services.

yhcwealth.com

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