CERTIFIED FINANCIAL PLANNER^® professional

Yanni has been providing entrepreneurs, high-net-worth families, nonprofit organizations, privately held corporations, and individual investors with comprehensive investment management and strategic financial planning since 2001.

Yanni uses an integrated multidisciplinary team approach composed of investment, accounting, legal, and insurance professionals working in concert to contribute to the achievement of each client’s goals.

Guided by independent economic and market research, his disciplined approach to wealth management is based on proven, long-term investment principles, which seek to minimize risk and maximize returns for his clients.

By partnering with Commonwealth Financial Network^®, he operates with the objective of being able to provide independent advice without any pressure to promote a particular product or strategy.

Yanni is passionate about his support of nonprofit organizations, specifically, Autism Speaks® and Walk To End Alzheimer’s. Both organizations are dedicated to advancing research and treatments of each condition, which is impacting so many families today. When he's not at work, you’ll find him skiing in the backcountry, hiking local trails, or enjoying time with his wife and two kids.

Fun fact: Yanni was a high school All-American, placing 5th in the country and was a top 12 NCAA Div. 1 athlete in the sport of wrestling.

Growing up in a working middle-class family, I gained a deep appreciation for the value of hard work and the importance of a dollar. From an early age, I was fascinated by the financial industry and its profound impact on both individuals and businesses. This curiosity naturally evolved into a passion for understanding the complexities of the financial markets and helping clients navigate the often-confusing investment landscape.

Since 2006, I have partnered with individuals, families, and privately held businesses to develop strategies that position them and their stakeholders for success. While I work across various industries, I gravitate toward the real estate and construction sectors, drawing on my education and internships from Wentworth Institute of Technology. My experience extends to company retirement plans and employee benefits, providing tailored solutions that align with the unique needs of my clients.

Through my affiliation with Commonwealth Financial Network®, I am committed to offering independent, objective advice, free from pressure to promote specific products or strategies. 

Outside of work, I enjoy spending time with my wife and our three young children: two daughters, a son, and our family dog. You can often find me playing golf, snowboarding, exercising, gardening, and tackling home projects. Like most New Englanders, I’m equally torn between warm summer days on Cape Cod and fresh snowfall on the slopes of Vermont.

With a Bachelor of Arts (B.A.) in Finance and a minor in Economics. Sophia brings a strong foundation in finance, with prior experience at Boston Private Bank & Trust, as well as analyst roles at EMC and Dana-Farber Cancer Institute. In her current role, Sophia works closely with an assigned group of clients, managing their day-to-day service needs and providing guidance on account-related matters.

She serves as a key point of contact, collaborating with advisors and partners to prepare for client meetings and ensure a seamless planning experience.

Sophia also supports the firm’s financial planners and advisors by conducting data analysis and research to meet each client’s unique planning goals.Outside of the office, Sophia enjoys spending time with her husband and three children in the beautiful Lakes Region of New Hampshire.