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Susan Yang is a Certified Public Accountant and Personal Financial Specialist (CPA/PFS). 


Susan earned her Bachelor's and Master's degrees from the Shanghai International Studies University. When she came to this country, she studied accounting, passed the CPA exam in her first sitting and became a CPA. With additional special course work and exams, Susan earned her PFS, a designation awarded by the AICPA, exclusively to CPAs who demonstrate considerable experience and expertise in personal financial planning.


Susan and her husband have lived in the beautiful Pacific Northwest for more than thirty years.


Phone: 503-517-8881 

Email: susan@susanyangcpa.com



Portfolio Management


Susan is an Investment Advisor Representative. Investments are offered through Wealth Management, LLC, a Registered Investment Advisor.


We can guide you through the tough decision-making processes in regards to your wealth management and work with you on those strategies to help you reach your goals. The first and most important thing we do is listen. We assist you in quantifying your hopes and dreams and in determining your tolerance for various types of risk.


Our clients want to work with someone who takes their individual  circumstances into account when giving them advice. We listen to you and  care about your family and support you so you never lose faith in the plan  regardless of what the market does. We never make you feel unreasonably  pressured to do anything. The following are the specifics of what we do for you:


Assess Your Needs and Risk Tolerance – We begin by getting to know you during a thorough planning meeting where we talk about your investment  objectives, your liquidity and income needs, and your time horizon. We do not use canned checklists, but spend our time together getting to know you and what your wealth management will involve.


Design Your Portfolio – Considering your needs and risk tolerance we will develop a portfolio that fits you and your wealth management needs.


Manage and Monitor Your Portfolio – We rebalance as necessary to keep  your portfolio within the parameters we designed above.


Review Your Portfolio – We meet with you one on one to evaluate your portfolio progress and any additional wealth management needs you may have.


Produce State of the Art Reporting – So you are kept informed about the  continued progress of your portfolio.



To learn more about Wealth Management LLC :






Financial Planning


With a strong background and expertise in both tax and investment planning, Susan is in a unique position to help your family with financial planning in a more comprehensive and coordinated way.


Tax Consulting 


At Susan S. Yang, CPA, PC, we customize client’s tax planning as an integral  part of comprehensive financial planning. Our expertise, experience and  thorough research allow us to optimize financial opportunities to be found in existing as well as recently altered tax laws that impact on your  investment, retirement planning, children's college education, and estate matters.