Robert  Yeh,  CFP<sup>&reg;</sup> - Financial Advisor

Robert Yeh, CFP®

MBA,

Financial Advisor

5029 CORPORATE WOODS DR, SUITE 150
VIRGINIA BEACH, VA 23462-4382
(757) 499-2639 x17

General

Robert Yeh is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at in VIRGINIA BEACH, VA and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 63, 65

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Other - MBA

Insurance Licenses

  • Life insurance: CA,OH,NC,PA,ML,AZ,VA,
  • Health/disability insurance: same
  • Fixed annuities
  • Variable annuities

Broker-Dealer Affiliation

None/NA

Broker-Dealer Disclaimer


Financial Advisor's Specialties

Comprehensive Financial Planning, Attending College, Charitable & Planned Giving, Estate Planning, Investment Management, Insurance, Retirement, Stocks & Bonds, Long-term Care

More

Helpful Financial Planning Resources