Advisors at this firm
Peter Y
Series 63, Series 65
White Plains, NY
Pension Maxima Investment Advisory, Inc.
Peter Yam is a financial advisor at Pension Maxima Investment Advisory, Inc. with two years of industry experience. He previously worked at OCBC Bank for eight years and was retired for three years before joining his current firm. Pension Maxima primarily serves pension, profit-sharing, and 401(k) plan sponsors and participants, as well as individual clients. The firm provides pension consulting, financial planning, model portfolio recommendations, and a manager-of-managers program, focusing mainly on non-discretionary advisory services and educational workshops for retirement plan participants.
Kai Leung C
CFA®, Series 66
San Jose, CA
Pension Maxima Investment Advisory, Inc.
Kai Leung Cheung is a CFA® charterholder and holds a Series 66 license, with 11 years of industry experience. He is affiliated with Pension Maxima Investment Advisory, Inc. and has worked with Sand Hill Real Estate and Investment, Inc. and Manphil Mortgage & Realty in roles involving mortgage loan origination and real estate brokerage. Outside of his advisory work, he is active as a real estate broker and insurance agent. Pension Maxima primarily serves pension, profit-sharing, and 401(k) plan sponsors and participants, offering pension consulting, financial planning, and a manager-of-managers program. The firm’s advisory approach is largely non-discretionary, focusing on recommendations and oversight rather than trade execution.
Bonnie Y
CFP®, CFA®, ChFC®, Series 66
White Plains, NY
Pension Maxima Investment Advisory, Inc.
Bonnie Yam is a CFP®, CFA®, and ChFC® with 18 years of experience in the financial industry. She has been with Pension Maxima Investment Advisory, Inc. since 2007 and is currently associated with Mi Lino Gato. Outside of advisory work, she provides financial wellness education through SUNY Westchester and operates a tax planning firm, Mi Lindo Gato, where she manages client inquiries and tax preparation services. Pension Maxima primarily serves pension, profit-sharing, and 401(k) plan sponsors and participants, as well as individual clients. The firm focuses on pension consulting, financial planning, model portfolio recommendations, and a manager-of-managers program, with an advisory practice that is largely non-discretionary.
