About Us
As a CERTIFIED FINANCIAL PLANNER ® with 28 years experience in the financial services area Jeff Yoakum is a valuable resource for his clients as he works to facilitate the development of clients’ financial values and goals. Jeff is responsible for providing wealth planning strategies to individuals and families.
Currently serving…
Palo Alto, CA
Menlo Park, CA
Santa Clara, CA
San Jose, CA
Saratoga, CA
San Francisco, CA
Half-moon Bay, CA
San Bruno, CA
Portola Valley, CA
Berkeley, CA
Marin, CA