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Dajin Tex Yang

NEW Insight Wealth Advisors

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About Dajin Tex Yang

Dajin Tex Yang is a Registered Investment Advisor representative of New Insight Wealth Advisors, based in San Ramon, California. Dajin holds a Series 7, Series 55 and Series 63 licenses. Dajin has a background in finance and technology with experience at McKesson, Change Healthcare, Riverbed Technology, Illumio, and OpenGov. Dajin is a Chartered Financial Analyst and specializes in providing financial planning, portfolio management, and pension consulting services. Dajin and New Insight Wealth Advisors serve individuals, high-net-worth individuals, charitable organizations, and pension and profit-sharing plans.

Firm Information

Dajin Yang is currently registered with NEW Insight Wealth Advisors. NEW Insight Wealth Advisors is a financial advisory firm based in SAN RAMON, CA. The firm manages approximately $258.3 million in assets for individuals, high-net-worth individuals, corporations, charitable organizations, and pension and profit-sharing plans. The firm offers financial planning, portfolio management, and pension consulting services. NEW Insight Wealth Advisors is registered with the SEC and has three licensed agents, three investment adviser representatives, and one registered representative.
NEW Insight Wealth Advisors

111 DEERWOOD ROAD

SAN RAMON, CA 94583

$258.30M

Assets Under Management

Not reported

Total Clients

4

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Dajin Yang’s Registration & Firm History

CA

06/18/2024 - Present

NEW Insight Wealth Advisors (SAN RAMON CA)

CA

04/10/2009 - 11/16/2009

ASSENT LLC (SAN FRANCISCO CA)

NY

02/04/2002 - 11/21/2002

MORGAN STANLEY & CO., INCORPORATED (NEW YORK NY)

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Licenses & Designations

BC

Issued 07/21/2009

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 08/08/2009

Series 55 - Limited Representative-Equity Trader Exam

BC

Issued 04/09/2009

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Dajin Tex Yang.
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