Richard F. Yost,  CFP<sup>&reg;</sup> - Financial Advisor

Richard F. Yost, CFP®

CLU, ChFC, AEP

President

Fiscal Funding, Inc.

1600 Executive Pkwy, Ste 220
Eugene, OR 97401
FINANCIAL ADVISOR'S WEBSITE
(866) 683-7012
(541) 683-7012

General

Richard Yost is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Fiscal Funding, Inc. in Eugene, OR and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

63, 65

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Chartered Financial Consultant (ChFC®)
  • Other - AEP, CLU

Insurance Licenses

  • Life insurance: Oregon
  • Health/disability insurance: Oregon
  • Fixed annuities: Oregon
  • Variable annuities: Oregon

Broker-Dealer Affiliation

None/NA

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Buying a Home, Charitable & Planned Giving, Annuities, Asset Allocation, Career Change, Business Taxes, Disaster Recovery, Corporate Finance, Estate Planning, Investment Management, Limited Partnerships, Employee Benefits, Getting Divorced, Irregular Income, Getting Married, Mutual Funds, Real Estate, Job Loss, Insurance, Life Planning, Retirement, Stocks & Bonds, Startup, Succession Planning, Starting a Family, Tangible Assets, Long-term Care, Medical & Health Issues, Sudden Wealth, Men's Finances, Nontraditional Households, Special Needs, Personal Taxes, Women's Finances

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