Yolanda, hailing from sunny Orlando, FL, brings over seven years of experience as a Financial Advisor. Having grown up in the Caribbean, with parents from Puerto and Dominican Republic, Yolanda effortlessly communicates in both Spanish and English. Her multicultural background enriches her ability to connect with clients from diverse backgrounds.
In the late 1990s, Yolanda began her career as a Financial Advisor, but stepped away after a few years to care for her young family. Her passion for financial empowerment however, led her back to the industry in 2019, after exploring real estate investment, working in commercial real estate, and establishing her own small business. These diverse experiences have enriched her ability to serve her clients effectively.
Specializing in assisting small business owners, Baby Boomers nearing retirement, and Generation X individuals keen on securing their financial future, Yolanda’s dedication shines through. As an Accredited Asset management Specialist™ (AAMS™), Yolanda helps clients diversify their portfolios and safeguard their assets. Her approach prioritizes comprehensive financial planning, covering all aspects including risk management, tax reduction strategies, college planning, maximizing social security benefits and estate planning.
Yolanda is active in her community as a Board Member of the College Park Neighborhood Association and is a collaborative member of several professional business networks.
Yolanda is married to her husband Bob and have been living in Central Florida for over 30 years. They have two adult children plus a dachshund named Max. Outside of work, Yolanda and Bob enjoy road biking on Florida’s Trails, kayaking in Florida’s Springs, and getting together with family and friends.