Meet Our Team

Chien Yeh, MBA

Principal, Caduceus Financial & Insurance Services

Financial Adviser for Eagle Strategies, LLC, a Registered Investment Adviser.

Chien founded Caduceus Financial & Insurance Services after his mother-in-law, a 28 year OR Nurse, introduced him to a group of Physicians and Nurses at a prominent hospital in the San Francisco Bay Area.

He found that the common theme among his clients were they were often unprepared for retirement or were overwhelmed by the amount of financial information available. Through his strategies he was able to help his clients better prepare for retirement by focusing on reducing risk and taxes.*

Prior to joining Caduceus Financial & Insurance Services, Chien was a Private Banker at Wells Fargo Bank managing a deposit and investment portfolio of more than $120 million for high net worth clients.

Chien holds a Masters of Business Administration. He is a qualifying member (2013, 2014, 2015, 2016) of the Million Dollar Round Table (MDRT*), the premier association of financial professionals is recognized globally as the standard of excellence for life insurance sales performance in the insurance and financial services industry.

In addition to working with healthcare professionals, he also works with engineers and scientists at leading technology companies in the Silicon Valley.

Chien has been married to his wife Mary for eight years and they enjoy being parents to their loving three year old Sydney. On occasion he enjoys his favorite pastimes of skiing and golfing.


Market Watch

November 13, 2018 @ 10:26 AM

Ticker Name Percent Difference (when noted with %) otherwise Last Price Difference (where applicable)
Dow Jones Industrials 25,225.90 -0.64%
Nasdaq Composite ETF +0.1%  
S&P 500 ETF -0.1%  

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