Josh  Yeyni,  CFP<sup>&reg;</sup> - Financial Advisor

Josh Yeyni, CFP®

CPA,

President

Wealth-Builders, Inc.

9725 SE 36th St #404
Mercer Island, WA 98040-1376
(203) 230-9010

General

Josh Yeyni is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Wealth-Builders, Inc. in Mercer Island, WA and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

65

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Certified Public Accountant (CPA)

Insurance Licenses

  • Variable annuities

Financial Advisor's Specialties

Attending College, Comprehensive Financial Planning, Buying a Home, Career Change, Asset Allocation, Estate Planning, Investment Management, Life Planning, Retirement, Women's Finances

More

Helpful Financial Planning Resources