About Yali
Yali is a Portfolio Administrator that strives to help Focus Partners Wealth clients on their financial journeys.
Yali has served in the financial industry for two years and aims to assist with process improvement with the goal of enhancing operational efficiency.
Outside of the office, you can find Yali exploring new travel destinations or curled up with a good book—especially if it's about psychology. She is passionate about mental health advocacy and enjoys giving back through volunteer work. She lives in Atlanta with her spouse and their young child, who keep Yali on her toes!
Education and Professional Milestones
-Arizona State University - master’s degree in computer science
-Yali is currently working towards obtaining her CFA® certification