We help our clients make their dreams come true by providing carefully crafted financial guidance grounded in an understanding of our clients’ values and goals. While our clients come from many backgrounds, we specialize in working with business owners and families with loved ones with special needs.
In addition to having a son with special needs, Yechiel serves as treasurer of the Jewish Los Angeles Pooled Special Needs Trust and as an ambassador to the Los Angeles Area Chamber of Commerce. Yechiel holds a PhD in Jewish studies and turned to financial services in 2009. After immersing himself in the intricacies of government benefits and special needs trusts, he earned his credential as a Chartered Special Needs Consultant (ChSNC®) in 2017 and became a Certified Financial Planner™ professional in 2018, after completing the requirements of the CFP® credential.
The ChSNC® is the property of The American College, which reserves sole rights to its use, and is used by permission.
Brandeis University, (BA 1988)
New York University (MA 1993, PhD 2001)
Affiliations & Memberships
Academy of Special Needs Planners
Financial Planning Association
Los Angeles Area Chamber of Commerce
JLA Pooled Special Needs Trusts and Services (Treasurer)
Los Angeles Area Chamber of Commerce (Ambassador)
- Special Care
- Insurance Strategies
- Investment Strategies
- Business Owners
- College Funding Strategies
- Business Succession Planning
- Estate Planning
- Financial Education
- Charitable Giving
- Retirement Strategies
- Student Loan Refinancing
- Risk Management Strategies
Check the background of this investment professional on FINRA's BrokerCheckSee Yechiel’s Licenses and Disclosures