How can you pursue what matters most?

By understanding what’s most important to you, we can organize your financial life to help make sure your short-term needs don't cloud your long-term goals. We provide a structure so you clearly understand where your money is, and why. The plan we create together can help you stay focused at each stage of life, today, tomorrow and for future generations.

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Michael Yochum, CFP, CRPS

Senior Vice President–Wealth Management

With nearly 30 years of wealth management experience, Mike's primary responsibility is centered on sophisticated legacy planning for affluent individuals and families and retirement plan consulting. He coordinates with other professional advisors to provide integrated estate, tax and philanthropic strategies and has assisted both individual clients and non-profit organizations in setting up charitable trusts and private foundations. Mike has earned the designation of Wealth Advisor, Chartered Retirement Plan Specialist (CRPS®) and Certified Financial Planner (CFP®) .

Registered States:
  • AL
  • AZ
  • CA
  • CO
  • CT
  • FL
  • GA
  • HI
  • IL
  • KS
  • MA
  • MI
  • MN
  • NC
  • NH
  • NJ
  • NV
  • NY
  • OR
  • TN
  • TX
  • UT
  • VA
  • WA

Education

  • Columbia University
  • Middlebury College
  • International Christian University

Credentials

  • Senior Retirement Plan Consultant
  • Chartered Retirement Plans Specialist
  • CERTIFIED FINANCIAL PLANNER™
555 California Street
32nd/ 34th /46th Floor
San Francisco, CA 94104
  • (415) 954-5949

Email Me

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