YO
Yu Oen
Managing Director at Fairport Wealth
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Work Experience
Managing Director
Oct 2022 - Present · 2 years and 2 months
CEO
Jan 2010 - Nov 2022 · 12 years and 10 months
CFO
Feb 2012 - Apr 2014 · 2 years and 2 months
Company Details
51-200 Employees
With roots dating back to 1963, Fairport Wealth is a registered investment advisor representative that INSPIRES FAMILIES by providing comprehensive wealth management solutions to high net worth individuals. Our team of credentialed professionals, including CPAs, CFP® certificants and CFA® charterholders have experience in guiding corporate executives, business owners and women of wealth. We help our clients with life's transitions including succession, retirement and liquidity planning, marital/partnership changes or loss of a spouse. Our clients value our depth of talent and experience, along with our collaborative and approachable style. More information available at www.FairportWealth.com. Luma Wealth Advisors is a division of Fairport that provides women with personalized wealth planning, experienced investment management, and a supportive, enriching community where they can learn, connect, and celebrate with other women. More information available at www.LumaWealth.com. Securities offered through Hightower Securities, LLC. Member FINRA/SIPC, Hightower Advisors, LLC is a SEC registered investment Adviser.
Year Founded
2001
Social Media
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Industry
Financial Services
HQ Location
1350 Euclid Avenue Suite 400 Cleveland, Ohio 44115, US
Keywords
Wealth ManagementInvestment Managementportfolio managementtax planning
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