Anat is the primary contact for our clients, and is responsible for the delivery and execution of our firm’s advice. Anat began her professional career in structural engineering, earning her PE license and working on several notable projects, including the Bay Bridge. She became a financial advisor in 2004 in order to direct her problem-solving skills toward work that was more personally meaningful for her. She is active in the community, and serves on the board of a local non-profit organization. Anat has a BS in civil engineering, as well as an MS in structural engineering, both from UC Berkeley. She is a CERTIFIED FINANCIAL PLANNER™.
Anat Yoder
Principal, Wealth Manager
Yoder Wealth Management
United States, California, Walnut Creek
About Me
Profile Information
Principal, Wealth Manager
Yoder Wealth Management
Investment Team
Investor
RIA/Wealth Manager/Asset Manager
Walnut Creek
California
United States
Aug 15, 2024
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