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.