Gigi Yip, CFP®

Gigi Yip is a Wealth Advisor at Beacon Pointe with 20 years of experience in the financial services industry. She helps individuals and families bring clarity to their financial lives through thoughtful, personalized strategies to manage, grow, and preserve their wealth.

Known for her warm, approachable personality and highly organized style, Gigi takes time to understand each client’s goals, values, and concerns. She is a CERTIFIED FINANCIAL PLANNER® professional in the United States and previously held the Qualified Associate Financial Planner™ designation in Canada. Born and raised in Canada, Gigi brings valuable perspective to clients with cross-border financial planning needs between the United States and Canada, working alongside their tax and legal professionals when appropriate.

Fluent in Cantonese, Gigi enjoys connecting with clients from diverse backgrounds and making complex financial topics feel clear and manageable. Her goal is to create a welcoming environment where every client feels heard, supported, and confident about the future.