Yoni Berhane, CFP®
Senior Vice President
Yoni is also committed to serving underrepresented investors including people of color. As the industry continues to evolve to reach a broader audience, Yoni hopes to help bridge the gap and educate his clients on topics that can help them make informed decisions to help them achieve their life goals.
Yoni joined the firm in 2016 and believes in a balance of empathy and analytics in his approach to serving clients. His goal is to make a positive impact and reduce stress for those he serves, ultimately helping them focus on what matters most to them and giving them confidence that their wealth is protected throughout their lifetime and beyond.
Yoni is committed to driving inclusion and belonging awareness in the financial services industry and in fostering the next generation of financial advisors. He is a member of Wealthspire’s Inclusion and Belonging Committee.
Yoni joined the firm in 2016 and believes in a balance of empathy and analytics in his approach to serving clients. His goal is to make a positive impact and reduce stress for those he serves, ultimately helping them focus on what matters most to them and giving them confidence that their wealth is protected throughout their lifetime and beyond.
Yoni is committed to driving inclusion and belonging awareness in the financial services industry and in fostering the next generation of financial advisors. He is a member of Wealthspire’s Inclusion and Belonging Committee.
Please Note: Limitations. Professional designations, certifications, degrees, or licenses, recognition by publications or organizations, membership in professional organizations, or prior experience or success should not be construed by a client or prospective client as a guarantee of a certain level of results or satisfaction if Wealthspire is engaged, or continues to be engaged, to provide investment advisory services.
