Theodore R. Yoos,  CFP<sup>&reg;</sup> - Financial Advisor

Theodore R. Yoos, CFP®

President

Cornerstone Financial Management LLC

67 South Bedford St, Suite 400W
Burlington, MA 01803
FINANCIAL ADVISOR'S WEBSITE
(781) 229-5809

General

Theodore Yoos is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Cornerstone Financial Management LLC in Burlington, MA and the surrounding communities.

Financial Advisor Overview

Cornerstone is a fee-only Registered Investment Advisor. I do not sell any financial products. I assist clients with the purchase of financial products and investments that we determine will help them meet their financial goals and are appropriate for them. I act in a fiduciary capacity for each client, striving to do what is in each client's best interest at all times.

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Financial Advisor Experience

I have over 20 years of experience working with individuals and families to articulate their financial goals and dreams. I determine the best strategies to achieve those goals, provide comprehensive recommendations on all areas of personal finance, and work with clients and other professionals to implement the recommendations in the financial plan. With each client, I monitor their progress toward their goals, and make adjustments to their financial plan and investment portfolio as conditions warrant.  

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)

Broker-Dealer Affiliation

None/NA

Broker-Dealer Disclaimer


Financial Advisor's Specialties

Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Buying a Home, Charitable & Planned Giving, Asset Allocation, Career Change, Investment Management, Estate Planning, Getting Divorced, Mutual Funds, Getting Married, Insurance, Retirement, Stocks & Bonds, Long-term Care, Tangible Assets, Sudden Wealth, Men's Finances, Personal Taxes, Women's Finances

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Helpful Financial Planning Resources