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.
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.