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portrait of Yaphet S Tadesse
FINANCIAL ADVISOR
Client by Referral
Serving clients with $750,000
CallSend Me a Message

About Yaphet

I have been fortunate enough to have spent close to 15 years providing businesses and the families who operate them a premier level of service, knowledge and resources. My team and I meticulously document our clients' financial goals and objectives, and then implement tailored investment strategies to help them meet those goals. We leverage the expertise of other professionals, such as our clients' CPAs and attorneys, to assist in areas like tax and estate planning.

The individuals we work with are focused on their families and growing their business. They depend on us to put together investment strategies, monitor them...

Focus Areas

  • Entrepreneurs & Business Owners
  • Business Retirement Plans
  • Estate & Legacy Strategies

Work History

  • Edward JonesDecember 2009 to Current

Certifications

  • CEPA®

    Certified Exit Planning Advisor®

Education

  • Louisiana State UniversityBachelor of Science

Personal Interests

  • Running
  • Spending Time with Family
  • Traveling
  • Volunteering
  • Reading

Team Members

  • Jennifer Bennett
    Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 05:00PM
Tue 08:00AM - 05:00PM
Wed 08:00AM - 05:00PM
Thu 08:00AM - 05:00PM
Fri 08:00AM - 05:00PM
Sat Closed
Sun Closed

Additional Hours

  • Web Conferencing

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