Ingrid Yeh

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Ingrid the supporter.

You know those people who make you feel seen and recognized? That’s Ingrid. She has a way of putting others at ease and imparting confidence as well as support. Graduating at the height of the pandemic caused Ingrid to consider her own family’s financial stability, just as we encounter with our clients. She knew wealth management was the right field for her, offering opportunities to continuously expand her knowledge. Ingrid attended UCLA where she studied anthropology and has since earned her Series 65 (Uniform Investment Adviser) license.

Ingrid the cellist and baker.

Music and baking have a lot in common, requiring both precision and discipline. Ingrid began playing the cello at age five and continues to enjoy making music as an adult. She lets her creative aptitude shine in the kitchen where she enjoys cooking large meals to share or trying her hand at baking and decorating cakes. Her two cats, Pumpkin and Merlin, are never too far from all the action, and have perhaps developed a proclivity for classical music.

What Transitions means to Ingrid, and vice versa.

Driven by compassion, Ingrid hopes to ease the burdens of others. “When we’re all carrying the load, it feels a bit lighter,” she says. She embraces this perspective wholeheartedly, regularly donating blood through Stanford Blood Center. A quick and motivated learner, Ingrid is always looking for a fresh avenue for personal growth – conquering a new skill or gaining a different perspective. The best part? She shares all of that with the rest of the TWA team. Her effervescent personality (even we can’t help but engage in a good conversation with her) leads to lasting bonds and genuine relationships.