About Financial Wellness Tower

The Financial Wellness Tower is sponsored by Pension Maxima Investment Advisory, a NY based financial services company specializing in 401k advisory services, exit planning, and retirement planning for individuals.

Let our team help your company develop a financial wellness culture.

We are a team of dedicated professionals, ready to do what ever it takes to help your employees learn to manage their money.

Bonnie Yam

Founder, CFA, CFP, ChFC, CLU, EA, CVA

Specialty:  Small Business Retirement Plans, Financial Education, Exit Plan

Bonnie graduated from Smith College with a BA in Math and Economics.  She received her MBA in finance from University of Chicago.  She has been in the pension business for over 15 years.  Eight years ago, she started Pension Maxima with an objective to provide independence, cost transparency, and a platform that benefits clients’ needs first.

Pearson Yam, BA

Director of  Operations

Specialty: Financial Wellness Education, Language: English, Chinese

Pearson is a graduate of New York University with a B.A. in Economics.  Pearson has worked for financial institutions such as Morgan Stanley and MBIA before joining Pension Maxima as a financial consultant. He currently oversees the operations and development of the financial wellness education program at Financial Wellness Tower.

John F. Recchia, CRC

Investment Advisor Rep.

Specialty: Retirement Income Planning

John holds a Bachelor’s degree in Business Administration from Pace University.  He specializes in budgeting and retirement income planning.  He takes a holistic approach towards the planning process which includes tax planning, insurance planning, investment planning and estate planning.  He is a Certified Retirement Counselor® and has completed the Certified Financial Planner courses from Pace University outlined by the Certified Financial Planning Board of Standards.

Kai L. Cheung

MBA, CFA, FRM, PRM

Specialty:  Retirement Planning and Real Estate

Kai graduated from the University of Michigan with an MBA in Finance.  He began his career in corporate banking with J P Morgan Chase and has accumulated extensive experience in the area of credit and financial management. He has also worked at AXA Advisor, Countrywide and Bank of America where he gained valuable experience in financial advisory as well as mortgage consultation.  Kai is a CFA charterholder. He also holds the FRM and PRM risk management designations, a licensed Real Estate Broker and member of CFASF, GARP, PRMIA and SCCAOR.

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©2018 Financial Wellness Tower a premium financial education site brought to you by Pension Maxima. This material was prepared for general distribution. It is being provided for informational purposes only and should not be viewed as an investment recommendation. If you need advice regarding your particular investment needs, contact a financial professional.

Financial Wellness Tower is a premium wellness education site sponsored by Pension Maxima Investment Advisory, a NY based financial services company specializing in 401(k) advisory services, exit planning and retirement planning for individuals.  All resources are copyright pending and targeted for education purposes only.  Pension Maxima Investment Advisory does not endorse or promote any commercial product or supplier.

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