Financial Wellness Tower
It all starts here
Learning is the path to SUCCESS!
Senior Instructor
Bonnie Yam - Principal of Pension Maxima CFA, CFP, ChFC, RICP, CLU, CLSP, EA, CVA, CEPA, AIF
Ms. Yam graduated from Smith College with a BA in Math and Economics. She received her MBA in finance from University of Chicago. She has been in the pension consulting business for over 20 years and passionate about financial wellness education. She is an adjunct professor at SUNY WCC and has taught financial wellness class for over 3 years. She is also an on-demand Personal Financial Consultant for Zeiders assisting Zeiders in providing financial education program for the military staff.
