“Wealth is having richness in all aspects of your life: emotional, social, spiritual, physical, and financial. Your money should work for you, your values, and your goals.”
Angelina Yao
Founder of Heels & Yield
Who We Are
Established in 2015, Heels & Yield brings institutional quality consulting and financial education that is engaging and inspiring to family offices, executives and entrepreneurs. Everything we do is geared towards helping you reach your financial goals. We identify and communicate investment opportunities, as well as market risks to support you in preserving and growing your wealth. We also help clients incorporate sustainable and impact investing strategies into their financial goals and portfolios. Our team also creates and leads interactive and fun financial wellness workshops for today's business leaders and employees.
The Seven Money Myths
Signup to receive our Seven Money Myths & Truths PDF. Learn about the top seven misconceptions about financial wealth and get an introduction to holistic wealth.
Beginner Level
Our workshops and our 1x1 financial wellness introduction package will help you get activated and empowered in your personal finances.
Intermediate Level
Our Plan, Protect and Grow 1x1 private mentoring package will help you develop more confidence in managing your money during volatile markets with a phase-in strategy.
Advanced Level
To help engaged clients achieve holistic wealth with guidance and accountability, Heels & Yield offers the Impact Investing Package and the Lump Sum Investing Package.
“I found extraodinary value in this mentoring program! I always thought I would be overpaying for information if I hired a financial coach. I saved so much time and money by working with someone as experienced and high performing as Angelina. She isn’t the standard financial advisor or financial planner, she knows her stuff! ”
Hong Kong
“When I work with private bankers, my portfolio often drifts away from the initial target asset allocation and they don’t make any changes to the allocation until it’s too late. They don’t monitor my portfolio closely either. I can lose a lot of money this way! After I started working with Angelina, I rebalanced ahead of the recent market downturn and now I am doing well even in this volatile market. I am now consistently buying low or selling high--the holy grail of investing. I trust Angelina with my money. I’m now also working with her on my family’s impact business strategy. She has helped me to brainstorm and come up with realistic scenarios and change my team’s strategy so that we can use our resources efficiently and thrive as much as we can during the COVID-19 situation. ”
New York City, United States
master your finances, live your dreams