Mai Yang

At Heartworth Financial, I’m not just a financial planner—I’m here to help First-Generation Wealth Builders and underserved communities break through the barriers that have kept them from the financial resources they deserve.

I’m the daughter of Hmong refugees from Laos. My parents came to the U.S. with nothing but hope for a better life. They worked tirelessly to provide for our family, but lacked the financial knowledge and tools others take for granted. That’s why I founded Heartworth Financial: to help people facing the same challenges my family did—turning first-gen success into generational wealth.

I know how intimidating financial advice can feel, especially when you’re not sure where to start or if you’ll be judged. That’s why I meet clients where they are—no judgment, just understanding. I listen, I learn, and I create a plan that’s built around their culture, goals, and values.

With over a decade of experience as a financial advisor, I’ve worked with clients across industries, but my focus now is clear: offering personalized financial planning and investment management to those who need it most.

My mission is simple: make financial planning accessible to everyone. Empower people to make informed decisions, build wealth, and create lasting change for the generations that follow.