Serving Manhattan Beach
Yvonne has the distinction of having been a Financial Advisor for 25+ years and has been with Kinecta Wealth Management for 13+ of those years as one of the first Financial Advisor with Kinecta Wealth Management. Yvonne focuses in retirement planning for credit union members at all life stages of planning as well as general financial education and guidance. Yvonne is committed to continuing education so that the credit union members she serves benefit from her awareness in a constantly changing financial world. She became a member of the LPL Financial Chairman’s Council in 2000, this honor is awarded to less than 2% of LPL Advisors based on annual production.
Yvonne has also been recognized as one of the Top 50 Independent Broker/Dealer Women Advisors for 2011, an award based on assets under management ranked by Registered Representative, a leading publication for the Financial Advisor industry. In her free time, Yvonne enjoys physical fitness activities, her family and her English Bulldog. Yvonne will be happy to bring her personal success and experience to the table when assisting you with your financial needs!
Yvonne holds the following registrations through LPL Financial: Series 7, 24, and 63
Yvonne is registered for Securities in the following states:AL, AZ, CA, CO, FL, GA, IA, ID, IN, KY, ME, MI, MO, MS, MT, NC, NM, NV, NY, OH, OK, OR, PA, SC, SD, TN, TX, UT, VA, WA, WI
LPL Registered Sales Assistant
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