Mindy Ying, CFP®, Senior Vice President, Financial Advisor, and Managing Director at Wealth Enhancement Group’s San Marino, California office, has been recognized on the 2024 Best-in-State Wealth Advisors ranking by Forbes. Mindy ranks #11 in California.*
Mindy has more than 43 years of experience in investment, financial, and wealth management. She started her career with Toronto Dominion Bank and Citibank in Taipei, Taiwan. After that, Mindy worked in accounting and financial analysis before becoming Managing Director for Barclays International Private Banking. She then served as Vice President of Asian Market Development for First Interstate Bank's Trust and Investment Management Group. Mindy's profound knowledge within the industry is invaluable, and she is one of 21 Wealth Enhancement advisors included in the Forbes 2024 ranking of Best-in-State Wealth Advisors.
This elite list recognizes the country's top-performing financial advisors who lead the way by offering their clients the best practices and providing a high-quality experience for their clients. Top advisors are presented on a state-by-state basis, and the ranking is based on industry-specific qualitative and quantitative factors.
*Awarded on 4/3/24 for the one-year period of 6/30/22-6/30/23.
About the Research Process
The Forbes ranking of Best-In-State Wealth Advisors is developed by SHOOK Research. Each advisor selected by SHOOK Research is chosen based on an algorithm of qualitative and quantitative criteria, including in-person interviews, industry experience, compliance records, revenue production, and assets under management. SHOOK Research is the only rating firm that interviews advisors via telephone and in person.
Portfolio performance is not an explicit component of the evaluation criteria. The award is not indicative of a professional’s future performance and may not be representative of any one client’s experience. SHOOK Research received almost 35,000 nominations based on high thresholds and qualifications. Approximately 20% were named to the final list. Learn more about the ranking methodology here.
About Forbes
Forbes (www.forbes.com) champions success by celebrating those who have made it, and those who aspire to make it. Forbes convenes and curates the most influential leaders and entrepreneurs who are driving change, transforming business and making a significant impact on the world. The Forbes brand today reaches more than 150 million people worldwide through its trusted journalism, signature LIVE and Forbes Virtual events, custom marketing programs and 47 licensed local editions in 80 countries.
About Wealth Enhancement
Wealth Enhancement is an independent wealth management firm with an endless passion for enriching the lives of our clients. We continually seek to perfect our craft of personalized financial planning with our team-based Roundtable™ and UniFi processes that go far beyond the standard approach. We proudly provide tailored financial plans and investment management services to serve the unique needs of over 61,000 households from our 115 offices—and growing—nationwide. Since 1997, Wealth Enhancement has tirelessly raised the standard of wealth management with specialized knowledge and more attentive service that helps every client craft their future. For more information, please visit www.wealthenhancement.com.
SHOOK Disclosures
SHOOK is completely independent and objective and does not receive compensation from the advisors, firms, the media, or any other source in exchange for placement on a ranking. SHOOK is funded through conferences, publications and research partners. Since every investor has unique needs, investors must carefully choose the right Advisor for their own situation and perform their own due diligence. Rankings are based on the opinions of SHOOK Research, LLC and not indicative of future performance or representative of any one client’s experience; the firm’s research and rankings provide opinions for how to choose the right financial advisor. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Remember, past performance is not an indication of future results.
Advisory services offered through Wealth Enhancement Advisory Services, LLC, a registered investment advisor and affiliate of Wealth Enhancement Group.
