Lotay Yang, CFP®

Lotay Yang is a native of California. Lotay earned a dual bachelor’s degree in Political Science and Asian American Studies at the University of California, Los Angeles (UCLA) where he graduated on the Dean’s Honors List.

Lotay founded Black Card Circle® and the Black Card Circle® Registered Investment Advisor (RIA) firm. Lotay has over 28 years of professional experience from investment and banking institutions such as Fidelity Investments and Northern Trust. Lotay is a CERTIFIED FINANCIAL PLANNER™ (CFP®) professional.

Lotay currently holds FINRA's Series 66 securities registration and Life Insurance Licenses. Lotay held FINRA’s Series 4, 7, 8, 24, 52, 63, and 65 securities registrations.

Lotay has worked as a District Manager managing a select number of personal clients and helping financial advisors leverage their strengths and experiences to build successful practices. Lotay’s philosophy of business is simple: “If you do what is right for the client, you are doing what is right for Black Card Circle®.”

•Active CERTIFIED FINANCIAL PLANNER™ (CFP®) professional designation

•Series 66 securities registration