Grace Yung
CEO & Founder of Midtown Financial Group, LLC | Founder of Ivy Wealth Management, LLC | Wealth Advisor | Author | Philanthropist
- Role
- Member, Advisor Inclusion Council at LPL Financial
- Location
- Houston, TX, US
- LinkedIn followers
- 500 followers
About Grace Yung
Grace is a CERTIFIED FINANCIAL PLANNER® practitioner holding the CFP® certification and has been providing trusted advice to individuals and families for over twenty years. She offers experience and a deep network of financial resources, alliances and specialists. Her objective is to build and preserve a secure future for you and your loved ones by providing guidance throughout the different stages of life. Open discussions and a good understanding of your goals, dreams and challenges will ensure your plan is continually working toward your aspirations.Grace considers Houston to be her hometown and surrounds herself with a wonderful network of family and friends. As such, she believes in giving back to the community. One way she does that is by supporting causes and organizations that are important to herself and those closest to her: the American Cancer Society, MD Anderson, the National Alliance on Mental Illness, the American Heart Association, the Star of Hope, SPCA of Texas, the National Multiple Sclerosis Society, the AIDS Foundation, the Lazarus House, her church, etc. Grace is fluent in two languages and is working on learning a third language. She loves to travel and enjoys sampling cuisine from different places. Grace also has passion for the arts and dabbles in abstract painting in her spare time. To stay physically and mentally fit, she works with trainers on self-defense tactics.Third party posts on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. The LPL Financial representative associated with this website may discuss and/or transact securities business only with residents of the following states: AR, CA, CO, GA, MD, NM, TX, VA, WA, WV. Securities and Advisory services offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC. For hyperlinks to FINRA website and SIPC website, please refer to the contact section above.Specialties: Asset Protection, Income Planning
Experience
Member, Advisor Inclusion Council
Nov 2021 — Present · Ft. Mill, SC, US
Education
University of Houston
Bachelor of Business Administration (BBA), Finance & Management
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