YVAN CAO
YHC Wealth Management Group
As a Certified Exit Planning Advisor (CEPA®), Yvan Cao is equipped with the training, skills, and tools needed to strengthen relationships with business owners and serve as their most trusted advisor.
Through the knowledge learned in the credentialing program, CEPAs® holistically plan for an owner’s life outside of their business while successfully building significant value in their organization prior to their exit. Not only will a CEPA® help you effectively transition your business, but will also advise you on personal and personal financial matters.
{custom_meta_description=Yvan Cao - - YHC Wealth Management Group - Newport Beach, California, city=Newport Beach, display_country=United States, hs_object_source_detail_1=Find A CEPA (SEPTEMBER 2024), hs_object_source_label=AUTOMATION_PLATFORM, url_slug=yvan-cao, lname=Cao, hs_object_source_id=enrollmentId:1291468119110;actionExecutionIndex:0, cepa_attendance_sheet_url=https://exit-planning-institute.org/hubfs/Certificates%20of%20Attendance/CEPA%20SEPTEMBER%202024/CAO-YVAN-CERTIFICATE%20OF%20ATTENDANCE-CFP-NASBA-CEPAOnline-Sept%202024.pdf, hs_createdate=1727442540969, cohortium_profile_title=Yvan Cao | Wealth Manager at YHC Wealth Management Group | CEPA Connect Member, state=California, id=16126258818, advisor_type=Wealth Manager, custom_page_title=Exit Planning Institute - Find a CEPA | Yvan Cao, email=yvan.cao@yhcwealth.com, cohortium_meta_description=Connect with Yvan Cao, a specialized Wealth Manager working with YHC Wealth Management Group based in California., associated_contact_record_id=51100251816, website=www.YHCWealth.com, cepa_certificate_url=https://exit-planning-institute.org/hubfs/CEPA%20Certificates/CEPA%20SEPTEMBER%202024/7770_Cao_CEPA-Certificate-2024-September.pdf, is_editable=editable, url_slug_2=yvan-cao, impersonate_user_url=https://exit-planning-institute.org/member-detail/yvan-cao?impersonation=true, full_name=Yvan Cao, hs_lastmodifieddate=1764932330668, phone=+19495762372, company_name=YHC Wealth Management Group, name=Yvan, hs_object_id=16126258818, associated_resources=0, hs_object_source=AUTOMATION_PLATFORM, postal_code=92660, status=Published, hs_updated_by_user_id=49327279}
- Advisor Type: Wealth Manager
- Website:
https://www.YHCWealth.com - Phone: +19495762372
- City: Newport Beach
- State: California
- Postal Code: 92660
- Country: United States
- Designations:
- Markets Served:
- Company Name: YHC Wealth Management Group
