- Certified Financial Planner (CFP)
Why choose this provider?
Yoder Wealth Management serves current and retired corporate executives, business owners, and high-level professionals in Walnut Creek. It caters to clients who want to increase their wealth, reduce income and estate taxes, and protect their assets. Its work approach begins by examining a client's objectives and financial resources. It then evaluates the client's financial situation and offers planning solutions such as equity compensation and portfolio management. The company is led by Certified Financial Planners and Chartered Retirement Plans Specialists.