Yongyao  Zhao,  CFP<sup>&reg;</sup> - Financial Advisor

Yongyao Zhao, CFP®

ChFC®, RICP®

Ocean Producers Group, Inc.

120 Madison St Ste 810
Syracuse, NY 13202
FINANCIAL ADVISOR'S WEBSITE
(315) 396-0083

General

Yongyao Zhao is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Ocean Producers Group, Inc. in Syracuse, NY and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Chartered Financial Consultant (ChFC®)

Insurance Licenses

  • Life insurance: NY, NJ
  • Health/disability insurance: NY, NJ
  • Fixed annuities: NY, NJ

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Annuities, Charitable & Planned Giving, Buying a Home, Career Change, Disaster Recovery, Estate Planning, Getting Divorced, Limited Partnerships, Getting Married, Identity Theft, Real Estate, Insurance, Job Loss, Startup, Life Planning, Retirement, Long-term Care, Succession Planning, Starting a Family, Tangible Assets, Sudden Wealth, Nontraditional Households, Special Needs, Personal Taxes

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Helpful Financial Planning Resources

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