Monica Yeung
Realtor® CFP®
MBA MSC CFP®
Realtor®
I came to real estate with a background that most agents simply don't have. After earning a BS from UC Berkeley, an MBA from Duke University, and an MSc in Investment Management from HKUST, I spent 15 years in the investment management world as a Certified Financial Planner (CFP®). I understand wealth. I understand risk. And I understand how the right real estate decision — made at the right time — can transform a family's financial future.
When I made the move into real estate, it wasn't just a career change. It was a calling. I realized that the people who needed financial clarity and strategic guidance the most were the very people navigating the Orange County real estate market — buyers stretching their budget for a forever home, sellers trying to maximize their equity, families dealing with the complexities of an estate sale, and investors building long-term wealth one property at a time.
I wanted to be the advisor I wish more people had access to.
What Makes Me Different
In a market full of real estate agents, I bring something genuinely unique to every client relationship:
A CFP® Perspective on Every Transaction
My Certified Financial Planner designation means I look at real estate the way a wealth manager does — with an eye on your long-term financial picture, not just today's transaction. I help you understand the true cost of buying, the net proceeds of selling, and how every decision fits into your broader financial life.
Certified Probate & Trust Specialist
Estate sales and trust transactions are among the most sensitive and complex in real estate. Families navigating these situations deserve an agent with specialized expertise and genuine compassion. I am proud to be a Certified Probate & Trust Specialist, guiding clients through these transactions with care, clarity, and professionalism.
Multilingual Service — English, Cantonese & Mandarin
Irvine is one of the most beautifully diverse communities in Southern California, and I am honored to serve its Chinese-American community and international clients in their preferred language. Fluent in English, Cantonese, and Mandarin, I ensure that every client fully understands every step of the process — because in real estate, clear communication is everything.
White-Glove Service, Every Time
From the first consultation to the closing table — and beyond — I am committed to being accessible, proactive, and genuinely invested in your success. I have managed full home sales for out-of-state clients, coordinated staging and vendor teams, and gone above and beyond to ensure every client feels supported, informed, and confident throughout the entire process.
Serving Orange County & Southern California
I am proud to serve buyers and sellers throughout Irvine, Lake Forest, Tustin, Aliso Viejo, Mission Viejo, Laguna Niguel, and greater Southern California. Whether you're planting roots in Orange County or expanding your real estate portfolio across SoCal, I bring the local expertise and personalized service to make it happen.
My Credentials
Realtor® | California DRE# 02080364
CFP® — Certified Financial Planner
Certified Probate & Trust Specialist
NAR Green Designee
Notary Public
MBA — Duke University
MSc Investment Management — HKUST
BS — UC Berkeley
Let's Connect
I would love to learn about your goals and explore how I can help. Whether you're ready to make a move or simply have questions, my door is always open.
Call or Text: (949) 668-5166
Email: [email protected]
