Yehuda, originally from Detroit, Michigan, founded his own wholesale business in 2015. He managed day-to-day operations and oversaw all financial aspects of the company. After successfully growing and exiting the business, Yehuda redirected his efforts towards helping business owners manage their wealth. Leveraging his extensive business expertise, he now assists small business owners in managing all financial aspects of their lives.
Yehuda is dedicated to understanding the unique financial needs of each individual and supporting their current and future investment goals. Always prioritizing his clients' interests, Yehuda strives to provide valuable guidance and input on important, life-impacting decisions. He is particularly skilled in navigating complex wealth management issues, such as estate and tax planning strategies, and collaborates with accountants and lawyers to ensure a comprehensive approach to wealth management.
Outside the office, Yehuda's life revolves around his family. He treasures quality time with his wife and three boys. A dedicated advocate for philanthropy, Yehuda volunteers for causes close to his heart. He is particularly passionate about teaching the next generation responsible financial behavior. Yehuda is committed to giving back to the community and making a positive impact whenever possible.
Services Include
- Retirement Planning
- Estate Planning Strategies
- Financial Planning
- Executive Financial Services
- Business Succession Planning
- Endowments and FoundationsFootnote6
- Alternative Investments
- Structured Products
- Qualified Retirement Plans
- Defined Contribution Plans
- Life Insurance
- Planning for Education Funding
- Annuities
Securities Agent: DC, NJ, CT, NY, MD, FL, UT, MI, IL, TX, PA, NV, PR, GA, SC, WY, OH, MA, AZ, TN, MO, DE, CA, VA; General Securities Representative; Investment Advisor Representative
NMLS#: 2058774