The Bulfinch Group is pleased to announce that Yina Bae, MBA, has become affiliated with the firm. Founded in 1994 and headquartered in Needham, MA with offices throughout New England, The Bulfinch Group is a wealth management firm headquartered at 160 Gould Street in Needham, MA. &ldquo;We&rsquo;re excited to welcome Yina to our organization,&rdquo; says Bulfinch Group Partner and Principle Douglas Reiss. &ldquo;She brings a deep understanding of the complexities surrounding business development and wealth protection, along with a strong commitment to client success. Yina will be a valuable addition to our firm and a trusted resource for those she serves.&rdquo;
From a young age, Yina saw how a lack of financial clarity and organization could affect those close to her, shaping her passion for helping others achieve financial confidence. She understands that managing personal finances can feel overwhelming and time-consuming, and she is dedicated to making the process more approachable and empowering.
She holds a B.A. and an M.A. (master&rsquo;s in arts) in Linguistics from the University at Buffalo and an MBA from Northeastern University. In addition, she serves as a Korean interpreter and translator. Originally from Buffalo, NY, Yina continues to make her home there today.
The Bulfinch Group


Founded in 1994, The Bulfinch Group is a financial services firm headquartered at 160 Gould Street in Needham, MA with offices throughout New England. The Bulfinch Group also operates Bulfinch Business Solutions, a division devoted to succession planning for smaller, privately-held businesses, and employee benefits, including 401(k) plans and group medical, dental and life insurance, for businesses of all sizes. The Bulfinch Group is a general agency of The Guardian Life Insurance Company of America (Guardian), New York, NY. For more information, call 781-449-4402 or visit <a href="http://www.bulfinchgroup.com" rel="noopener nofollow" target="_blank">BulfinchGroup.com</a>.
About Guardian
Guardian makes a difference in the lives of people when they need us most. With more than 160 years of stability and fiscal integrity, we are a trusted partner to millions of consumers, helping them prepare and plan for a bright future and recover and thrive in times of unexpected loss. We believe in inspiring well-being across mind, body, and wallet, and in driving value beyond dividends. We invest in our colleagues, are building a progressive and inclusive culture and are helping to uplift communities through thoughtful social and environmental programs. Guardian, which is based in NYC, is a leading provider of life, disability, dental, and other benefits, and has received <a href="https://www.guardianlife.com/about-guardian/customer-service-awards" rel="noopener nofollow" target="_blank">accolades for its culture and service</a>. Our colleagues and financial representatives serve with care and experience, and our commitments rest on a strong financial foundation, which at year-end 2025 included $12.6 billion in capital and largest dividend of $1.7 billion in the company&rsquo;s history. For more information, visit <a href="https://www.guardianlife.com/" rel="noopener nofollow" target="_blank">GuardianLife.com</a>.

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Yina Bae of Buffalo Joins The Bulfinch Group as...

The Bulfinch Group is pleased to announce that Yina Bae, MBA, has become affiliated with the firm. Founded in 1994 and headquartered in Needham, MA...

Yina Bae of Buffalo Joins The Bulfinch Group as a Financial Advisor

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