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Yohn Zapata Baez

Yohn Zapata Baez

Financial Wellbeing Advisor

0.0

(0 reviews)

Mount Vernon, United States

Spanish, English

0+ sessions

Specialization

Budgeting & Expense ManagementDebt Reduction StrategiesSavings & Investment PlanningRetirement & Pension PlanningFinancial Goal Setting

About

MBA in Finance | Series 65 in Progress | Securities Industry Essentials certified. Asset manager with expertise in multifamily and commercial real estate portfolios. I’m committed to helping individuals, particularly underserved communities, build and protect generational wealth through comprehensive financial planning and transparent advisory.

Professional Background

Qualifications

MBA

Languages

Spanish
English

Locations

17 N Terrace Avenue