Yolanda

Waters

CFP®

picture of a planner

Here to act in your best interests

About me

I’m passionate about working with families and developing strategies that can help them accomplish their financial and retirement goals. In my spare time, I enjoy spending time with my family and staying active with Pilates, calisthenics, and yoga. I'm proud to volunteer for various charities that serve to help with the health and well-being of women and children in underprivileged communities.

Certifications

CERTIFIED FINANCIAL PLANNER™

Education

Bachelor of Arts, Business Administration - Washington & Jefferson College

Visit one of our Locations

Philadelphia I - Plymouth Meeting

600 W. Germantown Pike

Suite 100

Plymouth Meeting, PA 19462

Philadelphia - Chadds Ford (Appt Only)

225 Wilmington West Chester Pike

Suite 200

Chadds Ford, PA 19317

Phoenix - Virtual Advisors

4742 N. 24th Street

Suite 400

Phoenix, AZ 85016

Working with Us

The further you go in your financial life, the more complex it becomes. That’s why you need a partner who can help you plot a course. Whether you’re accumulating wealth, transitioning into retirement or strengthening your legacy, your financial planner is by your side along the way. From tax planning to estate planning, your planner can also tap into our in-house experts for an extra layer of financial planning insight as well as our client service associates who can provide you with additional resources and support.

 

Certain services provided on an educational and guidance basis only.

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