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Tim Yong, Registered Sales Assistant at Lucent Elm
Client Service & Operations

Tim Yong

Registered Sales Assistant

Passionate about helping others achieve their financial goals and aspirations.

About Tim

My journey into the world of finance began with an article that caught my attention — a story of a family retiring early, traveling the world, and living off their investments. That captivating moment ignited a spark within me, and today, I consider myself incredibly fortunate to have found a career that truly resonates with my passions.

In this role, I have the privilege of assisting my clients in achieving their financial dreams, just like the family in that inspiring article. It's an incredible opportunity made possible by being part of an amazing firm with an exceptional team. Together, we work diligently to make those aspirations a reality for our clients, helping them secure a brighter and more fulfilling future.

Let’s Talk

Want to work with Tim?

Start with a relaxed, 20-minute conversation, in our Westchester office or over Zoom. No pressure, no jargon, just a clear next step.

Mon–Fri 8:00 AM–5:00 PM · Weekends by appointment