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Our Team – Shirley

OUR DEDICATED TEAM

Shirley Yong

Investment Advisor

Shirley Yong has built a career spanning over 25 years, in financial services and the hospitality industry. With a Master of Business degree and a Bachelor of Science degree in Hospitality Management from esteemed institutions across the United States, New Zealand, and Australia, she transitioned into the role of a financial advisor at Transamerica Financial Advisors in 2015 and now joining the Forthright team in early 2024. Inspired by her own experiences managing finances, Shirley is passionate about spreading financial literacy and inclusion, believing it’s essential for everyone’s well-being.

Shirley enjoys a quiet life in a cozy cabin near Virginia’s Shenandoah National Park, where she resides with her husband and elderly father. She actively participates in her local community through church activities, non-profit engagements, and business networks. When she’s not working, you’ll likely find Shirley spending quality time with loved ones, whether it’s reading, gardening, or exploring the world.

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