Charlie Yang is a distinguished B2B FinTech consultant and the founder of Alpha Financial Innovation Excellence Advisors (AFIEA), where he leverages over three decades of experience in the financial services and technology sectors. Since his retirement from Charles Schwab, Charlie has dedicated himself to guiding...
Charlie Yang is a distinguished B2B FinTech consultant and the founder of Alpha Financial Innovation Excellence Advisors (AFIEA), where he leverages over three decades of experience in the financial services and technology sectors. Since his retirement from Charles Schwab, Charlie has dedicated himself to guiding institutional clients—including top-tier banks, brokerages, asset managers, and registered investment advisors (RIAs)—through the complex landscape of financial technology. With a remarkable track record of over 2,000 hours of project consultations and the evaluation of more than 500 FinTech solutions, he has become a trusted advisor in WealthTech, RegTech, InsurTech, and AI/Data applications.
At AFIEA, Charlie leads key projects that focus on competitive market analysis, governance, risk management, and compliance (GRC), ensuring that clients not only adopt innovative technologies but also align them with their strategic objectives. His expertise extends to digital asset management and behavioral analysis, allowing him to provide insights that drive effective asset allocation and investment strategies. Charlie’s commitment to education and research in financial technology has positioned AFIEA as a globally sought-after consultancy, known for its ability to navigate the rapidly evolving FinTech landscape.
Through his work, Charlie Yang continues to empower financial institutions to harness the power of technology, ultimately enhancing operational efficiency and improving client outcomes. His passion for innovation and excellence in financial services makes him a pivotal figure in the industry, dedicated to shaping the future of finance through strategic consulting and insightful research.
