Increase Financial Knowledge

If you ever struggled to understand how to manage the different areas of your finances. Start HERE to gain a basic understanding of the important areas.

Talk to Our Experts

Our certified professionals are ready to help. Give us a call and we will guide you through.

Join our Community

Join our happy community of your peers and like minded people, get help and start learning new things. Also we’re constantly improving and adding new features.
Featured Courses

Become A Member

As a member you get access to a catalog of training and videos that will enhance your knowledge to help you to improve your financial situation and get help from the professionals where needed.


Ms. Yam is a Chartered Financial Analyst and an Enrolled Agent. She graduated from Smith College with a BA in Mathematics and Economics. She received an MBA in Finance from University of Chicago. Before starting her Qualified Plan business fifteen years ago, she was a Financial Manager for Time Magazine, New York and a Hedge Fund Research Analyst for Cheetah Investments, Hong Kong. Ms. Yam has extensive experience in investment management, investment fiduciary and investment education. She is a member of ASPPA, NATP, CFA Institute and NYSSA.

Bonnie Yam, CFA, CFP

What others say about Financial Wellness Tower


We're not around right now. But you can send us an email and we'll get back to you, asap.


©2017 Financial Wellness Tower a premium financial education site brought to you by Pension Maxima. DICLOSURE Pension Maxima Investment Advisory, Inc. is and investment adviser registered in the state of New York and California and has made notice filings in those states where required. Pension Maxima does not offer services to residents of any jurisdiction in which Pension Maxima is not  currently registered and/or has a notice filer, unless exempt. The information provided is intended for use by citizens and residents of the United States only. It is not intended to any person residing in, any citizen of, or any form of organization operating under the authority of any country or jurisdiction in which Pension is not registered as an investment adviser, unless exempt.


Log in with your credentials


Forgot your details?


Create Account