Anna Yen

Anna Yen, CFA, has nearly 2 decades of experience in financial markets, primarily with JPMorgan and UBS. Currently, she manages digital assets and her goal at FamilyFI is to empower families with financial literacy. She’s worked in 5 countries and visited 57.


Stories by Anna Yen

Can-I-change-my-bank-account-number
Can I Change My Bank Account Number?

If you’ve ever thought, “Can I change my bank account number?”, especially after noticing suspicious activity, lost card, or fraud - this guide…

budgeting basics
Budgeting Basics: How to Create a Monthly Budget in 8 Steps

If you want to achieve a goal, one of the best things to do is to start with a plan. Budgeting is a…

Savings Challenge
13 Savings Challenges to Try in 2025

Mastering the art of saving might not come easy, but the rewards are worth it. Saving money can help you secure your financial…

How to Avoid Online Banking Fraud
How to Avoid Online Banking Fraud

Unfortunately, online banking fraud is on the rise. According to the Federal Trade Commission’s data, there were 145,206 reported cases of bank fraud…