Our Team

The people behind the plan.

Credentialed advisors who bring law, tax, and planning together for one client.

Advisors

A practice built on credentials and trust.

Each advisor brings a distinct professional designation to the table — together covering the legal, tax, and financial planning landscape.

Bray Zhang, MBA, CFP® — Lead Wealth Advisor & Managing Partner
MBA  ·  CFP®
Bray Zhang
Lead Wealth Advisor | Managing Partner

Bray Zhang brings a rare combination of financial planning expertise, tax-aware investment insight, and entrepreneurial fluency to his advisory practice. As a CFP® professional, he advises on the full spectrum of wealth planning — from equity compensation and cross-border tax strategy to long-term investment management. His background spanning finance, technology, and business ownership gives him a distinctive ability to meet clients across industries at every stage of wealth accumulation.

Equity Compensation Cross-Border Planning Tax Strategy
LinkedIn Profile
Shirley Nelson, JD, CFP® — Lead Wealth Advisor & Partner
JD  ·  CFP®
Shirley Nelson
Lead Wealth Advisor | Partner

Shirley Nelson combines the legal precision of a practicing attorney with the holistic vision of a CFP® to serve clients navigating complex estate and tax planning challenges. Her dual-credentialed background bridges legal strategy with financial execution — a combination rarely found in a single advisor. She specializes in high-net-worth estate structures, multi-entity tax optimization, and sophisticated trust planning.

Estate & Trust Tax Law Wealth Structuring
LinkedIn Profile
Our Values

What we stand for.

Every decision at Youya Wealth is shaped by a small set of non-negotiable principles. These are not marketing claims — they are structural commitments built into how we operate.

I

Fee-only, always.

We charge only advisory fees. No commissions, no product sales, no referral arrangements. Ever. This single constraint eliminates the most common source of advisor conflict — and ensures that every recommendation we make is made exclusively for your benefit.

II

Fiduciary standard.

We are legally and ethically required to act in your best interest. Not suitable-for-you. Your interest. As a registered investment adviser, we accept this obligation as a condition of our practice — not as a differentiator to advertise, but as a floor below which we will not fall.

III

Depth over breadth.

We serve a limited number of families. Each relationship receives the full attention it deserves — not a fraction of an advisor's calendar, not a standardized plan from a model portfolio library. When your situation changes, we are already thinking about it.

IV

Bilingual by design.

Chinese-American families deserve advisors who understand both cultures — not just both languages. The values, priorities, intergenerational obligations, and cross-border complexities that define our clients' lives require cultural fluency, not translation.

Careers

Join Our Team

We are growing our practice — selectively, and with intention. The next member of our team will help shape a firm built to serve some of the most discerning families in the country.

Who We Are Looking For

Highly qualified. Highly motivated. Built for this work.

We are looking for credentialed professionals — CFP®, CFA, CPA, JD, EA, or comparable — with a strong business mindset and a demonstrated record of serving the ultra-high-net-worth tier of clients. The work we do is technically demanding, relationally intense, and not for everyone. The right person will recognize that immediately.

  • UHNW client experience. You have personally served families with $10M+ in investable assets and understand the planning complexity, sensitivity, and discretion the work requires.
  • Entrepreneurial drive. You think like an owner. You take initiative without being asked, hold yourself to a higher standard than anyone else does, and want a real seat at the table as the firm grows.
  • Technical depth. Tax, estate, equity compensation, cross-border planning, investment strategy — you bring genuine command of at least one area, and intellectual curiosity across the rest.
  • Fiduciary mindset. You believe — not as a slogan but as a discipline — that the client's interest comes first, every time, in every decision.
How We Hire

A small firm. A careful process.

We hire infrequently and deliberately. Our process is designed to be a real conversation about fit — for both sides — rather than a series of formulaic interviews. We expect you to ask hard questions about how the firm operates, how decisions get made, and what your trajectory will look like.

If what you've read here resonates, we would like to hear from you — even if no specific role is posted today. The best hires almost always come from inbound interest.

Introduce Yourself

Please include a brief note about your background, the kind of clients you've served, and what is drawing you to a smaller fiduciary practice.

Youya Wealth LLC is a fee-only, fiduciary Registered Investment Adviser (RIA). Our advisors hold credentials including CFP®, JD, and MBA.  ·  Fee-only.  ·  No commissions.  ·  No conflicts.

Begin Here

Ready to work with advisors who are built differently?

Schedule a no-obligation introductory conversation. We will tell you plainly whether we are the right fit — and if not, we will point you in the right direction.

Request a Consultation