Adam Yofan is a highly qualified expert, working in Buckingham Strategic Wealth main office of which is in 100. on the position of Wealth Advisor from 2019. Adam Yofan gained professional experience in more than five positions at various companies. Adam Yofan went to the Miami University and got education there from 1984 to 1988. This expert has the following professional qualifications: Cpa, Pfs, and American Institute of Certified Public Accountants. Pittsburgh, Pennsylvania is the area, where the professional was known to be located. Adam's email address and number can be easily accessed through SoftwareOfficial on demand.
Name variants:
Ad Yofan,
Ade Yofan
Last updated Apr 24, 2024
Contact Information
Last Update
Jun 25, 2022
Email
ay**@alpern.com
Location
Pittsburgh, PA
Company
Buckingham Strategic Wealth
Workplace
Wealth Advisor
Work History
Wealth Advisor
8182 Maryland Ave SUITE 500, Clayton, MO 63105
from Jan 2019
President
Pittsburgh, PA
At Alpern Wealth Management, our clients reap the benefit of my over-20 years of unique solution design and client service experience. I personally work with a handful of clients, which all...
Aug 2005 — Dec 2018
Vice President
1585 Broadway, New York, NY 10003
I learned the securities business at Smith Barney. I was also exposed to the vast array of potential investments which exist. It was at Smith Barney that I also realized I didn't want to be ...
Apr 2001 — Aug 2005
Senior Manager
30 Rockefeller Plz, New York, NY 10112
My experience at Deloitte taught me that the client comes first.
Jul 1989 — Apr 2001
Staff Accountant
1 east Camelback Rd SUITE 500, Phoenix, AZ 85012
Aug 1988 — Apr 1989
Education
1984 — 1988
Occupations
Advisor
Executive
Chairperson
IT Professional
PHP Developer
Chief Executive
Software Developer
Software Developers
Skills
Quantitative Analysis
Solution Development
Risk Management
Wealth Management
Investments
Asset Allocation
Financial Services
Strategic Financial Planning
Insurance
Financial Advisory
High Net Worth Individuals
Securities
Asset Managment
Portfolio Management
Retirement Planning
Investment Advisory
Defined Benefit
Investment Management
Estate Planning
401K
Personal Financial Planning
Wealth Management Services