Richard Yuen

About Richard Yuen

Richard is a Financial Advisor with over 24 years of experience in the financial industry. Richard has developed a more personal, well-balanced approach to help guide families through their life cycle; from planning for their children’s education and retirement, to succession to the next generation. He understands the unique complexities and pressures they face and the need for flexibility as their priorities and goals evolve over time. Having been with Morgan Stanley and its predecessor’s Dean Witter and Smith Barney his whole career, Richard has gone above and beyond to attain additional certifications to provide exceptional service to his clients. Along with his CFP and Portfolio Management designations, Richard also has his Long Term Care and Life and Health Insurance Licenses. Richard is a native New Yorker and graduated from Cornell University with a Bachelor of Science and a Masters in Health Administration. He currently lives in Pearl River, NY with his wife, Cindy, daughter, Abigail, and son, Ethan. Out of the office, Richard enjoys golfing, traveling, hiking, and fishing. He is an automotive enthusiast and belongs to both the Hudson Valley Region Porsche Club of America and the Classic Car Club of Manhattan. Richard is on the Advisory Board of the Cornell Club of Rockland.

Experience

1. Financial Advisor

   Morgan Stanley

   Apr 2015 — Present · New York, NY, US

Education

• Cornell University

  BS

  1993 — 1997

• Cornell University

  MHA

  1997 — 1999