Yi (Ellen) Ott, CFP^®, CPA, CMA

Designations and licenses

Ellen is a is a CERTIFIED FINANCIAL PLANNER® professional, a Certified Public Accountant and a Certified Management Accountant.

Experience and education

Ellen supports a wealth advisory team that provides high-net-worth individuals, families and business owners with personalized wealth management to help them achieve their objectives.

Ellen gained extensive tax experience as a senior tax associate at both Mariner and Dimensional Fund Advisors, where she focused on complex tax return preparation, process management and delivering strategic financial insights to business leaders.

Ellen holds a Master of Science from Northeastern State University.

Personal interests

Away from the office, Ellen enjoys traveling, running, volunteering in the community and spending time with family and friends. Having grown up in Asia, she brings a deep cross-cultural perspective to both business and life. She is also bilingual in Mandarin and English.

Yi’s Office

Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP^®, CERTIFIED FINANCIAL PLANNER^®, and CFP^® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.