New York Wealth Planning Group

A PIONEER IN US-CHINA CROSS-BORDER WEALTH AND LIFE PLANNING

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Sally Mak | Managing Partner

  • A recipient of the 2017 Outstanding 50 Asian Americans in Business
  • More than 20 years’ of experience as a top executive in Fortune 100 financial services companies in both the US and China, former SVP for AIG in Asia, CMO for MetLife China, etc.
  • Engaged in more than $100 million of real estate investments
  • An expert in US-China cross-border investment and wealth planning for high net-worth individuals; Certified Financial Planner (CFP®) & Chartered Financial Consultant (ChFC); NYS real estate and insurance broker
  • A frequent speaker at major international financial planning conferences; former China representative of the FPA (Financial Planning Association) Asia-Pacific Committee
  • A special columnist for Dow Jones Mansion Global; a financial columnist for the China Business News on cross-border asset allocation, investment, real estate and insurance; a key financial columnist for the World Journal, the largest Chinese-language newspaper in the U.S.
  • B.A., The Chinese University of Hong Kong; M.A., Columbia University

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Vern Haydne|Chief Advisor

  • CFP® (Certified Financial Planner) since 1978; a financial planning pioneer for almost 50 years
  • Board member of the CFP Board of Standards and Chairman of the National Endowment For Financial Education
  • Founder and president of Hayden Wealth Management Group
  • Former president of the North Bay California Chapter of the International Association of Financial Planners (IAFP) and Founding President of the Westchester/Rockland Chapter IAFP
  • More than 300 appearances on leading national news and financial television programs including CNBC, NBC, Fox News, Bloomberg and PBS; author of Getting an Investing Game Plan: Creating It, Working It, Winning It
  • Branded as “Mr. Mutual Fund” by CNBC
  • Financial education counselor on behalf of many companies and charities; a sought-after speaker at financial and industry conventions
  • B.A., Wheaton College, Illinois; graduate work, New York University, University of Southern California, American University