Dot Yandle Cpa Pfs
AeroLeads people directory · profile

Dot Yandle Cpa Pfs Email & Phone Number

President, Financial Advisor, Focused Wealth, LLC at Registered Representative
Location: Charlotte, North Carolina, United States 3 work roles 1 school
2 work emails found @yandle.com 3 phones found area 704 LinkedIn matched
✓ Verified May 2026 4 data sources Profile completeness 100%

Contact Signals · 2 work emails · 3 phones

Work email d****@yandle.com
Direct phone (704) ***-****
LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
Registered Representative
Role
President, Financial Advisor, Focused Wealth, LLC
Location
Charlotte, North Carolina, United States
Company size
16 employees

Who is Dot Yandle Cpa Pfs? Overview

A concise factual answer block for searchers comparing this professional profile.

Quick answer

Dot Yandle Cpa Pfs is listed as President, Financial Advisor, Focused Wealth, LLC at Registered Representative, a company with 16 employees, based in Charlotte, North Carolina, United States. AeroLeads shows a work email signal at yandle.com, phone signal with area code 704, and a matched LinkedIn profile for Dot Yandle Cpa Pfs.

Dot Yandle Cpa Pfs previously worked as President at Focused Wealth, Llc and Independent Financial Advisor at Registered Representative. Dot Yandle Cpa Pfs holds Bachelor'S Degree, Accounting from Edinboro University Of Pennsylvania.

Company email context

Email format at Registered Representative

This section adds company-level context without repeating Dot Yandle Cpa Pfs's masked contact details.

*@yandle.com
71% confidence

AeroLeads found 2 current-domain work email signals for Dot Yandle Cpa Pfs. Compare company email patterns before reaching out.

View email format View company profile Management contacts
Profile bio

About Dot Yandle Cpa Pfs

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.

Listed skills include Retirement Planning, Series 7, Long Term Care Insurance, Life Insurance, and 10 others.

Current workplace

Dot Yandle Cpa Pfs's current company

Company context helps verify the profile and gives searchers a useful next step.

Registered Representative
Registered Representative
President, Financial Advisor, Focused Wealth, LLC
Website
westconsinrealty.com
Employees
16
AeroLeads page
Company profile
View company profile Email format
3 roles

Dot Yandle Cpa Pfs work experience

A career timeline built from the work history available for this profile.

President

Current
Focused Wealth, Llc

Charlotte, North Carolina, United States

  • As 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.
  • 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.
Jan 2009 - Present

Independent Financial Advisor

Current
Registered Representative
  • Registered 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.
  • 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.
Oct 2002 - Present

Owner

Yandle & Yandle Inc

During 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.

Jan 1994 - Jan 2009
Team & coworkers

Colleagues at Registered Representative

Other employees you can reach at westconsinrealty.com. View company contacts for 16 employees →

GC Gillian Chin Gillian Chin Colleague at Registered Representative Greater Melbourne Area, Australia View → RH Ron Hammons Ron Hammons Colleague at Registered Representative Carrollton, Texas, United States, United States View → KJ Kimberly Jones Kimberly Jones Colleague at Registered Representative Marshall, Texas, United States, United States View → KA Kent Amos Kent Amos Colleague at Registered Representative Mobile, Alabama, United States, United States View → SM Shawn Macdonald, Ea Shawn Macdonald, Ea Colleague at Registered Representative Waukesha, Wisconsin, United States, United States View → DP David Peter Gonzalez David Peter Gonzalez Colleague at Registered Representative Rohnert Park, California, United States, United States View → RV Raman Vishwakrma Raman Vishwakrma Colleague at Registered Representative Sagar, Madhya Pradesh, India, India View →
1 education record

Dot Yandle Cpa Pfs education

FAQ

Frequently asked questions about Dot Yandle Cpa Pfs

Quick answers generated from the profile data available on this page.

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 Registered Representative?

Dot Yandle Cpa Pfs is listed as President, Financial Advisor, Focused Wealth, LLC at Registered Representative.

What is Dot Yandle Cpa Pfs's email address?

AeroLeads has found 2 work email signals at @yandle.com for Dot Yandle Cpa Pfs at Registered Representative.

What is Dot Yandle Cpa Pfs's phone number?

AeroLeads has found 3 phone signal(s) with area code 704 for Dot Yandle Cpa Pfs at Registered Representative.

Where is Dot Yandle Cpa Pfs based?

Dot Yandle Cpa Pfs is based in Charlotte, North Carolina, United States while working with Registered Representative.

What companies has Dot Yandle Cpa Pfs worked for?

Dot Yandle Cpa Pfs has worked for Focused Wealth, Llc, Registered Representative, and Yandle & Yandle Inc.

Who are Dot Yandle Cpa Pfs's colleagues at Registered Representative?

Dot Yandle Cpa Pfs's colleagues at Registered Representative include Gillian Chin, Ron Hammons, Kimberly Jones, Kent Amos, and Shawn Macdonald, Ea.

How can I contact Dot Yandle Cpa Pfs?

You can use AeroLeads to view verified contact signals for Dot Yandle Cpa Pfs at Registered Representative, including work email, phone, and LinkedIn data when available.

What schools did Dot Yandle Cpa Pfs attend?

Dot Yandle Cpa Pfs holds Bachelor'S Degree, Accounting from Edinboro University Of Pennsylvania.

What skills is Dot Yandle Cpa Pfs known for?

Dot Yandle Cpa Pfs is listed with skills including Retirement Planning, Series 7, Long Term Care Insurance, Life Insurance, Income Tax Planning, Series 63, Series 65, and Financial Services.

Find 750M verified contacts

Search by job title, company, industry, location, and seniority. Export verified B2B contact data when you need it.