Hi, I’m Yue, and my journey into financial planning stems from a deep desire to help people lead meaningful and fulfilling lives. For over a decade at the Federal Reserve, I led examinations of some of the world’s largest financial institutions, including Goldman Sachs, Bank of America, and Morgan Stanley.

My work focused on economic forecasting, developing risk management strategies, ensuring capital stability, and preparing these institutions to navigate market volatility. While I thrived on the challenge, I realized that something was missing—something more human, beyond the numbers and data. 

It was this realization, paired with my personal search for a retirement strategy that reflected my own values, that led me to InnoSight Financial. I first came to Jun as a client, hoping to find a plan that not only secured my financial future but also supported the life I wanted to live. I knew from experience that traditional retirement plans could unravel in moments of crisis. But InnoSight was different—it wasn’t just about protecting assets, it was about empowering people to live their lives to the fullest. 
  
Today, as Principal Economist, I use my expertise in economic forecasting, capital planning, and risk management to create strategies that are as resilient as they are personal. I help our clients grow their wealth, not just for financial security, but to live richer, more purposeful lives. 
  
My passion project, Middle Name Love (www.middlenamelove.com), aligns perfectly with the values we hold at InnoSight. Through my nonprofit, I work to foster compassion and connection in communities, because I believe that true wealth is about much more than money—it’s about the legacy of love and wisdom we leave behind. This holistic view of wealth is at the heart of what we offer our clients. 
  
At InnoSight, we don’t just focus on numbers. We blend rigorous financial analysis with a deep understanding of what really matters to you. I am proud to bring both my technical expertise and my personal passion for helping people to every client’s financial journey, ensuring that you can retire confidently, knowing your wealth will serve your dreams, now and in the future.