CoverProfile

Anat Yoder

Principal, Wealth Manager

Yoder Wealth Management

United States, California, Walnut Creek

About Me

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™.

Profile Information

Principal, Wealth Manager

Yoder Wealth Management

Investment Team

Investor

RIA/Wealth Manager/Asset Manager

Walnut Creek

California

United States

Aug 15, 2024

More profiles to browse

Profile Photo
Michael Yoder
Principal

You Might Like

RM
Robert Miller
Chief Compliance Officer
Oakmont Corporation
PM
Prtima MISHRA1
Software Engineer
PA TEST
PG
Patricia Gee
Operations
Manhattan Family Office
BW
Bill Wood
Managing Member, Principal
Nova R Wealth