About Yanelys

I am a Wealth Management Advisor at TIAA and am a CERTIFIED FINANCIAL PLANNER™ (CFP), having joined the financial services industry in 2011. I enjoy helping my clients work toward their long-term financial dreams and life goals through sound financial planning. Being the first and only member in my family to embrace finance, I feel that I have a responsibility to help educate others on how to attain and protect their financial independence. My areas of focus include retirement income planning, protection and continuity planning, asset management, and tax and estate planning strategies. I received my bachelor’s degree in finance from Montclair State University.