New Client Alert: Heels & Yield, a Female-focused Financial Education Company
This month, #TheOnceUpon family welcomes Heels & Yield, a financial education company with a website created for women who want to take control of their financial future.
Angelina Yao is a former portfolio manager at BlackRock and the founder of Heels & Yield, offering female-focused financial management consultancy services. Photo: Courtesy of Heels & Yield.
The founder, Angelina Yao, has over a decade of experience as a Portfolio Manager & Chief Investment Officer. Unlike many investors who win and lose large sums and then bail out of the market, Angelina invests systematically through careful research and understanding of macro trends. Now, she brings her expertise in the markets, fundamentals of investing, and market psychology to help women at all stages of their lives.
Heels & Yield was invited by Facebook to speak to 70 women from their Connected Women Circle Group.
Heels & Yield offers women unbiased financial know-how that can help you with your personalized needs while helping you learn about investments, budgeting, and other financial education tools with your best interests in mind. With workshops, mentoring, and immersion courses along with a free blog that shares informative, relatable content — you’ll be well-informed to create a financial future that you can be proud of!
Being an entrepreneur herself, our founder Tricia Chen was not unaware that there is good help out there. “I know I need to start taking charge of my personal finances and my business finances, but I never knew how to start,” Tricia said.
Most recently, Facebook in Hong Kong invited Heels & Yield to create a bespoke workshop for 70 people in their Connected Women Circle group, with participants from Uber, Microsoft, LinkedIn, Google, HSBC, Standard Chartered and more! Angelina shared a framework on how to design a holistically wealthy life as well as inspiring stories of financial growth and triumph from their clients.
“I thought this 90-minute workshop at Facebook would be a simple introduction to designing a holistically wealthy life, something I’ve done so many times for so many people before. But the sense of connection, motivation, and encouragement I felt from that crowd reminded me again how life-changing Heels & Yield is. How it gives people a new vision for themselves,” Angelina told us.
We are very excited to have an empowering brand on our team and we can’t wait to share what’s to come from Heels & Yield with you all!
Follow Heels & Yield on Instagram and Pinterest for tips and more information.
Xoxo,
The Once Upon Team