Yehuda B. Fishkind,  CFP<sup>&reg;</sup> - Financial Advisor

Yehuda B. Fishkind, CFP®

CFA,

Branch Manager

LPL Financial

3215 Shelburne Rd
Baltimore, MD 21208
(877) 727-9274

General

Yehuda Fishkind is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at LPL Financial in Baltimore, MD and the surrounding communities.

Financial Advisor Overview

I have been practicing personal finance since 1996, and have an extensive background in all aspects of financial planning, with particular expertise in planning for Federal Government Employees and Investment Management Strategies. Yehuda plays an active role in advising Federal Government employees on retirement issues, as well as being a regular invited guest speaker at Federal Government agencies. He has worked with over 1,300 clients on a one-on-one basis over the years.

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Financial Advisor Experience

I have been practicing personal finance since 1996, and have an extensive background in all aspects of financial planning, with particular expertise in planning for Federal Government Employees and Investment Management Strategies. Yehuda plays an active role in advising Federal Government employees on retirement issues, as well as being a regular invited guest speaker at Federal Government agencies. He has worked with over 1,300 clients on a one-on-one basis over the years.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 4, 24, 53, 63, 65, 66

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Chartered Financial Analyst (CFA)
  • Chartered Financial Consultant (ChFC®)

Insurance Licenses

  • Life insurance: MD, PA, NJ, NY, DC,VA
  • Health/disability insurance: MD, PA, NJ, NY, DC,VA
  • Fixed annuities: MD, PA, NJ, NY, DC,VA
  • Variable annuities: MD, PA, NJ, NY, DC,VA

Broker-Dealer Affiliation

LPL Financial

Broker-Dealer Disclaimer

Securities and advisory services offered through LPL Financial, a Registered Investment Advisor. Member FINRA/SIPC.

Financial Advisor's Specialties

Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Asset Allocation, Estate Planning, Investment Management, Government & Military, Mutual Funds, Insurance, Retirement, Stocks & Bonds, Long-term Care, Sudden Wealth

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Helpful Financial Planning Resources