Dot Yandle Cpa Pfs Email and Phone Number
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Dot Yandle Cpa Pfs personal email
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As a financial advisor with over 25 years of experience, I take great satisfaction in understanding and listening to my clients. My passion lies in translating their desires, needs, and values into a comprehensive plan that serves as a roadmap to their financial aspirations. This approach fosters enduring client relationships, allowing us to collaboratively bring their envisioned life and legacy they envision.Throughout my career, I've earned a trusted reputation for guiding clients through diverse financial stages, seamlessly navigating them into a secure retirement. My commitment is rooted in surpassing client expectations, offering not just knowledge and guidance, but also crafting robust retirement income plans with a tax-efficient perspective.As the proud owner of Focused Wealth, LLC, our team is dedicated to helping clients plan for financial security. We integrate financial, investment, and estate planning solutions to address your unique needs and objectives cohesively. Our success is measured by the clarity and confidence we bring to your financial direction, always grounded in trust and respect. We look forward to the opportunity to work with you and contribute to your financial success.
Registered Representative
View- Website:
- westconsinrealty.com
- Employees:
- 16
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PresidentFocused Wealth, Llc Jan 2009 - PresentCharlotte, North Carolina, United StatesAs the President and Owner of Focused Wealth, LLC (formerly Dot Yandle's Financial Services), I specialize in delivering comprehensive and tailored financial planning services. Leveraging my experience and understanding of both tax intricacies and wealth management nuances, I lead clients on a personalized journey towards their financial objectives. My commitment lies in creating robust retirement income plans that prioritize tax efficiency, ensuring my clients not only meet but exceed their expectations and goals.• Securities and Advisory Services offered through LPL Financial, a Registered Investment Advisor. Member FINRA & SIPC. For hyperlinks to FINRA and SIPC, please refer to the ‘See Contact Info’ section above. • Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. • The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
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Independent Financial AdvisorRegistered Representative Oct 2002 - PresentRegistered Representative LPL Financial | 2022 - PresentThird-party posts found on this profile don’t reflect the views of LPL Financial and haven’t been reviewed by LPL Financial as to accuracy or completeness. The financial professionals associated with LPL Financial may discuss or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.• Registered Representative Triad Advisors | 2013 - 2022• Registered Representative H.D. Vest Investment Services SM | 2002 - 2013• Registered Representative Allmerica Investment Management | 1999-2002Member FINRA/SIPC: For hyperlinks to FINRA and SPIC, please refer to the 'Contact Info' section above.
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OwnerYandle & Yandle Inc Jan 1994 - Jan 2009During my tenure as the owner of a CPA practice specializing in small business and individual tax planning, I focused on delivering exceptional services. Our primary focus was on providing clients with specific solutions, ensuring they not only received maximum tax benefits but also minimized their tax liabilities. Navigating the intricacies of complex tax laws, we were committed to guiding our clients through every step, making the financial landscape more accessible and helping them make informed decisions for optimal outcomes.
Dot Yandle Cpa Pfs Skills
Dot Yandle Cpa Pfs Education Details
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Accounting
Frequently Asked Questions about Dot Yandle Cpa Pfs
What company does Dot Yandle Cpa Pfs work for?
Dot Yandle Cpa Pfs works for Registered Representative
What is Dot Yandle Cpa Pfs's role at the current company?
Dot Yandle Cpa Pfs's current role is President, Financial Advisor, Focused Wealth, LLC.
What is Dot Yandle Cpa Pfs's email address?
Dot Yandle Cpa Pfs's email address is dy****@****dle.com
What is Dot Yandle Cpa Pfs's direct phone number?
Dot Yandle Cpa Pfs's direct phone number is +170454*****
What schools did Dot Yandle Cpa Pfs attend?
Dot Yandle Cpa Pfs attended Edinboro University Of Pennsylvania.
What skills is Dot Yandle Cpa Pfs known for?
Dot Yandle Cpa Pfs has skills like Retirement Planning, Series 7, Long Term Care Insurance, Life Insurance, Income Tax Planning, Series 63, Series 65, Financial Services, Portfolio Management, Strategic Planning, Investment Advisory, Financial Analysis.
Who are Dot Yandle Cpa Pfs's colleagues?
Dot Yandle Cpa Pfs's colleagues are Shawn Macdonald, Ea, Gillian Chin, David Peter Gonzalez, Ron Hammons, Kent Amos, Kimberly Jones, Raman Vishwakrma.
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