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Michael Yoder

Principal

Yoder Wealth Management

United States, California, Walnut Creek

About Me

Michael oversees our advice, and runs the firm’s investment operations. Michael has devoted most of his career to training advisors in the creation and delivery of high-quality financial advice. His leadership career began in 2001 when he became the Manager of Financial Planning for the San Francisco Bay Area for a major national firm. He eventually served as a Director within the firm’s Financial Planning and Advice department, promoting advanced wealth strategies and leading a national team of regional planning experts. Michael left the firm in 2013 when he co-founded Yoder Wealth Management with Anat. He frequently writes about various retirement-focused financial issues, and he serves

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Profile Information

Principal

Yoder Wealth Management

Investment Team,Operations Team

Investor

RIA/Wealth Manager/Asset Manager

Walnut Creek

California

United States

Jan 11, 2025

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Profile Photo
Anat Yoder
Principal, Wealth Manager

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