Amanda Yan
President at Forstrum Wealth Management | Jericho, New York, United States
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As the President of Forstrum Wealth Management, Amanda Yan brings a wealth of expertise and a client-centric approach to wealth management. With a strong focus on helping clients build, manage, protect, and transition their wealth, Amanda specializes in retirement planning, trust and estate planning strategies, alternative investments, and security-based lending. Her comprehensive understanding of residential mortgages, commercial lending, and various financing options—including FHA and VA loans—enables her to tailor solutions that meet the unique needs of each client.
Amanda is dedicated to empowering her clients through informed decision-making and strategic financial planning. She understands that wealth management is not just about accumulating assets; it’s about creating a sustainable financial future. By leveraging her skills in valuation and investments, she guides clients through the complexities of financial markets, ensuring they are well-positioned for both current and future financial goals.
Key projects under Amanda’s leadership at Forstrum Wealth Management include the development of personalized retirement plans that integrate alternative investment strategies, allowing clients to diversify their portfolios and enhance their financial resilience. Additionally, she actively engages in educating clients about the importance of risk management and estate planning, ensuring that their wealth is not only preserved but also effectively transitioned to future generations.
With a commitment to excellence and a passion for helping others achieve their financial aspirations, Amanda Yan continues to set a high standard in the wealth management industry, fostering long-lasting relationships built on trust and transparency.
President at Forstrum Wealth Management in January 2018 to Present
Financial Advisor at Wells Fargo Advisors in June 2011 to April 2015
Home Mortgage Consultant at Wells Fargo Mortgage in May 2009 to June 2011
Loan Officer at JPMorgan Chase in May 1997 to May 2009
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Investment Strategies
Retirment Planning
Estate & Trust Planning
Residential Mortgages
Commercial Lending
401k Rollovers
IRAs
TAX MANAGED PORTFOLIO
529 Plans
FHA financing
Refinance
Mortgage Banking
VA loans
Valuation
Securities
Investments
Estate Planning
Hedge Funds
Retirement Planning
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What is Amanda Yan email address?
Email Amanda Yan at [email protected] and [email protected]. This email is the most updated Amanda Yan email found in 2026.
How to contact Amanda Yan?
To contact Amanda Yan send an email to [email protected] or [email protected].
What company does Amanda Yan work for?
Amanda Yan works for Forstrum Wealth Management
What is Amanda Yan's role at Forstrum Wealth Management?
Amanda Yan is President
What is Amanda Yan's Phone Number?
Amanda Yan's phone (212) ***-*372
What industry does Amanda Yan work in?
Amanda Yan works in the Financial Services industry.
Amanda Yan Email Addresses
Amanda Yan Phone Numbers
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