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Josh Yeyni, CPA, CFP®

Wealth-Builders, Inc.

9725 SE 36th St
Globe Bldg Ste 404
Mercer Island, WA 98040-1376
Phone: (203) 230-9010
Fax: (206) 230-9042

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Household Income Minimum: $0
Investable Asset Minimum: $0

Specialties
  • Attending College
  • Comprehensive Financial Planning
  • Buying a Home
  • Career Change
  • Asset Allocation
  • Estate Planning
  • Investment Management
  • Life Planning
  • Retirement
  • Sudden Wealth
  • Nontraditional Households
  • Women's Finances

 

How Planner Charges

I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.