Financial confidence. Cash flow optimization. Risk management.
Yina joined The Bulfinch Group in July 2025. Before coming to Bulfinch, she worked at a boutique financial services firm, where she gained valuable experience in a variety of client service roles.
From a young age, Yina saw how a lack of financial clarity and organization could affect those close to her, shaping her passion for helping others achieve financial confidence. She understands that managing personal finances can feel overwhelming and time-consuming, and she is dedicated to making the process more approachable and empowering.
As a Financial Representative with The Bulfinch Group, Yina brings together her financial and analytical background with her commitment to helping individuals find greater confidence, clarity, and balance in their financial lives— so they can focus on what matters most to them.
Outside of work, Yina enjoys reading, drawing and attending Broadway musicals.
She holds a B.A. and an M.A. (master’s in arts) in Linguistics from the University at Buffalo and an MBA from Northeastern University. In addition, she serves as a Korean interpreter and translator. Originally from Buffalo, NY, Yina continues to make her home there today.
Registered Representative & Financial Advisor of Park Avenue Securities