All Press Releases for May 04, 2022

Bonnie Yam Lauded for Excellence in Finance and Education

Ms. Yam channels years of expertise into her work in education.

    WHITE PLAINS, NY, May 04, 2022 /24-7PressRelease/ -- Bonnie Yam has been included in Marquis Who's Who. As in all Marquis Who's Who biographical volumes, individuals profiled are selected on the basis of current reference value. Factors such as position, noteworthy accomplishments, visibility, and prominence in a field are all taken into account during the selection process.

Supported by three and a half decades of professional experience, Ms. Yam presently excels as the principal and a qualified plan consultant for Pension Maxima Investment Advisory, and as an adjunct professor with SUNY Westchester Community College. In her work with Pension Maxima, she has striven to uphold a commitment to transparency regarding costs, assist plan sponsors with their fiduciary responsibility, build a comprehensive investment platform that stresses not only upside returns down but also minimizes downside captures, as well as a platform that puts clients first. Due to her vast breadth of knowledge, Ms. Yam has contributed to a number of e-books, including "Understanding 5500" and "401(k) Plan Health" as well as such other publications as "Principles of Financial Wellness," "Financial "Wellness FAQ," Financial Wellness Tower Workbook" and "Bonnie's Bulls."

During an earlier stage of her career, Ms. Yam gained valuable expertise as a senior renewals manager and financial manager for TIME Magazine, where she worked between 1987 and 1993. Over the years, she has earned several degrees and certifications. In addition to receiving a Bachelor of Arts in mathematics and economics from Smith College and a Master of Business Administration from The University of Chicago's Booth School of Business, Ms. Yam has attained certification as a Chartered Financial Analyst, a Certified Financial Planner, an Enrolled Agent, a Certified Student Loan Professional, a Certified Exit Planning analyst, a Certified Valuation Analyst, a Chartered Life Underwriter and a Retirement Income Certified Professional.

Driven to remain aware of changes in the field, Ms. Yam has maintained her affiliation with the Business Council of Westchester, the CFA Institute, the Exit Planning Institute, the Mahwah Chamber of Commerce, where she is a marketing committee member, the Chinese CPA Association and the New York Financial Planning Association. She is most proud to be the Adjunct Professor at SUNY WCC who has taught a 10-week Personal Financial Wellness course in the last couple of years. She has also worked with local CPA associations in providing ongoing CPEs to CPAs. She is also an on-demand personal financial consultant for Zeiders Enterprises, Inc., a privately held, veteran-owned government contractor providing human services solutions to support military and veteran communities. Currently, Ms. Yam is looking to grow an online financial wellness program to teach this important concept using stories, trivias, and animated cartoons. Looking toward the future, Ms. Yam intends to continue to build financial wellness and help others do the same.

As the baby boomers are looking to exit, Ms. Yam's latest project is to assist business owners with planning their exit, how to grow and de-risk, and strategies to minimize profit gap, value gap and wealth gap.

Ms. Yam is also an enthusiastic piano player, an outdoor hiker, and loves to build models.

About Marquis Who's Who®
Since 1899, when A. N. Marquis printed the First Edition of Who's Who in America®, Marquis Who's Who® has chronicled the lives of the most accomplished individuals and innovators from every significant field of endeavor, including politics, business, medicine, law, education, art, religion and entertainment. Today, Who's Who in America® remains an essential biographical source for thousands of researchers, journalists, librarians and executive search firms around the world. Marquis® now publishes many Who's Who titles, including Who's Who in America®, Who's Who in the World®, Who's Who in American Law®, Who's Who in Medicine and Healthcare®, Who's Who in Science and Engineering®, and Who's Who in Asia®. Marquis® publications may be visited at the official Marquis Who's Who® website at

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