Benjamin Yin | MBA, ChFC®, RICP®

My father passed away in 1985 in a tragic plane crash while skydiving. My parents were young and felt invincible, why did they need planning? Unfortunately he died with no planning, no money, and no life insurance… leaving me, my brother and my mother with a struggling Chinese restaurant and a bunch of debt. It would have been a classic “Go Fund Me campaign” had it existed in 1985.

Only a few days after my father’s passing, my mother quit the restaurant business to start a financial planning practice so what happened to her wouldn’t happen to anyone else; 41 years later, we are still using our personal story to convey the importance of proper planning.

As a comprehensive fee based planner, I provide physicians with estate planning, financial planning, retirement solutions, and risk management strategies. There’s nothing I enjoy more than developing customized plans to help you protect, prepare, and prosper. I promise each of my clients 3 things:

1. I’ll always do what I say.
2. Your interests will always be above mine.
3. Anything I recommend, I’d recommend to my own family. It passes the “mom test.”

Quick facts:

• Atlanta native
• I’m married to my middle school sweetheart, Jennifer (we’ve been together since age 14)!
• Pickleball > Tennis…there is no debate. Did you know financial planning is a lot like pickleball?
• Coaching my boys, Matty (14) and Arty (11), in baseball is one of life’s simplest, yet greatest pleasures. 
• Don’t throw away your shot! Hamilton is the greatest musical of all time. I’ve seen it 12+ times live.
• Undergrad: Emory University (BBA) Graduate: Georgia State University (MBA)