LPL Financial
34yrs
Top advisor by experience in Castro Valley
8yrs
Herman Yang
Financial advisor at MWA Financial Services
Herman Yang is a fiduciary financial advisor in Castro Valley, California, with 8 years in the industry. Herman joined MWA Financial Services in 2023, a firm offering financial planning, investment management, and selecting outside investment managers. MWA Financial Services reports being paid through a percentage of assets, hourly fees, and flat fees.
One of 35 advisors with offices in Castro Valley, and one of 31 fiduciaries.
At a glance
Experience8 years (since 2018)
How that compares ?More experience than 54% of advisors at MWA Financial Services
Office3461 Castro Valley Blvd, Castro Valley, CA 94546
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$314,476
Advisors at the firm213
States licensed ?1 state
Services through MWA Financial Services
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsChoosing other investment managers
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2023 – nowMWA Financial Services Inc.Current firm
Contact Herman
Local office(510) 675-7480Ask for Herman. (309) 558-3100Main office · Rock Island, IL 3461 Castro Valley BlvdCastro Valley, CA 94546Office · Get directions LinkedIn pageMWA Financial Services
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Questions to ask Herman
Tailored to Herman’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Herman
How do I contact Herman?
Call Herman’s local office at (510) 675-7480 or the MWA Financial Services main office at (309) 558-3100, and ask for Herman Yang.
How long has Herman been a financial advisor?
Herman has been in the industry since 2018, about 8 years. More experience than 54% of advisors at MWA Financial Services.
What licenses does Herman hold?
Series 63, Series 66. Tap any license on this page to see what it allows.
Is Herman a fiduciary?
Herman is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Herman paid?
MWA Financial Services reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Herman for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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