Investment Advisor & Certified Financial Planner TM
Dyan Yun Han brings nearly a decade of financial industry experience to Valentine Capital. During Dyan’s tenure with TD Ameritrade, she earned numerous awards including membership in the TD Waterhouse Asia Pacific Million Dollar Club, the National Branch Network New Account Club and the TD Ameritrade President’s Club.
Using that experience as a springboard, coupled with her fluency in Mandarin and Cantonese, Ms. Han secured a position as an investment consultant with TD Waterhouse in their San Francisco Asia Pacific Division. During the four and a half years that Ms. Han was with TD Waterhouse/Ameritrade, she handled about $500 million in high net worth relationships. The merger with Ameritrade brought Dyan to TD Ameritrade’s San Francisco main branch.
Ms. Han currently holds six FINRA registrations: Series 6, 7, 9, 10, 63 and 66. She earned a Certificate in Personal Financial Planning from UC Berkeley Extension and recently received her CFP designation. Her career began as a financial advisor at New York Life. Dyan Yun Han is licensed to offer securities, insurance and advisory services in CA.
Dyan Han holds a B.A. from Liaoning Normal University.
