Dajin Tex Yang

Employer firm

New Insight Wealth Advisors CRD 318083

$397M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 10/2013 → 12/2016
  Mckesson
  San Francisco, CA
• 12/2016 → 04/2019
  Change Healthcare
  Emeryville, CA
• 04/2019 → 11/2021
  Riverbed Technology
  San Francisco, CA
• 11/2021 → 02/2023
  Illumio
  Sunnyvale, CA
• 02/2023 → 03/2024
  Opengov
  San Francisco, CA
• 06/2024 → Present
  New Insight Wealth Advisors
  San Ramon, CA

Exams

• S63 Uniform Securities Agent State Law Examination
  2009-07-21

Designations

• Chartered Financial Analyst