Yesenia  Realejo,  CFP<sup>&reg;</sup> - Financial Advisor

Yesenia Realejo, CFP®

Wealth Advisor

Tobias Financial Advisors, Inc.

1000 S. Pine Island Road, #450
Fort Lauderdale, FL 33324
FINANCIAL ADVISOR'S WEBSITE
(954) 424-1660 CONNECT WITH Yesenia
  • linkedin link

General

Yesenia Realejo is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Tobias Financial Advisors, Inc. in Fort Lauderdale, FL and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Cross-border Planning, Asset Allocation, Career Change, Estate Planning, Investment Management, Getting Divorced, Mutual Funds, Insurance, Retirement, Stocks & Bonds, Succession Planning, Sudden Wealth, Nontraditional Households, Special Needs

More

Helpful Financial Planning Resources