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

Michael Yoder
Principal
Yoder Wealth Management
United States, California, Walnut Creek
About Me
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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Anat Yoder
Principal, Wealth Manager
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