Lois Yim is a CERTIFIED FINANCIAL PLANNER™ professional. She attended Villanova University where she graduated Cum Laude with a degree in finance from the Villanova School of Business. Upon graduation, she was an analyst for the J.P. Morgan Private Bank for three years. She worked closely with many high net worth individuals, families, endowments and foundations on investment and wealth planning strategies. Lois was selected to participate in a program as one of the top global analysts in her class. She enjoys volunteering with her church and in the community.