Ricky Yang, CFP®, CHFC®, RICP®

Investment Advisor

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Ricky Yang, CFP®, CHFC®, RICP®

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Ricky Yang is an Investment Advisor for Capital Investment Advisors (CIA). He is passionate about helping people make confident financial decisions and use their wealth to support the life they want to live. He works closely with professionals, business owners, and retirees to create personalized financial plans that bring clarity to important decisions around retirement, investing, taxes, estate planning, and risk management.

He believes financial planning is about more than numbers, it’s about understanding what matters most to each client and helping them navigate life’s opportunities and challenges throughout the planning process. Whether someone is preparing for retirement, managing a major life transition, or building a legacy for future generations, Ricky strives to be a valuable resource every step of the way.

Ricky earned his Bachelor’s degree in Economics from the University of Georgia’s Terry College of Business and holds the CERTIFIED FINANCIAL PLANNER™ (CFP®), Chartered Financial Consultant® (ChFC®), and Retirement Income Certified Professional® (RICP®) designations.

Outside the office, Ricky enjoys running, cycling, rock climbing, traveling, and discovering new restaurants and experiences.

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