Yezmin is a Wealth Manager and CERTIFIED FINANCIAL PLANNER™ with a passion for helping high achievers simplify their finances and life. Helping clients navigate their goals through the complexities of their finances and life is her forte.
Having worked one-on-one with hundreds of clients on their wealth building journey, Yezmin understands the two strongest desires most have: financial freedom and options to pursue their dreams and desires.
In financial planning, Yezmin understands that things are always nuanced. To thrive, she recommends finding a partner that understands you personally. Throughout her career, Yezmin has developed a unique ability to connect and bond with clients and help them gain clarity around their big dream and implement exciting plans for success.
She especially thrives in helping corporate executives and key talent maximize their equity compensation plans, implement tax minimization strategies, and craft custom retirement strategies to amplify their results.
Yezmin stepped into the world of financial planning after a successful career as an 11-time regional Emmy award-winning broadcast journalist. Reporting on issues from the Great Recession that started in 2007, to the mortgage crisis, and the consequences of high unemployment rates taught her a unique perspective of money and the wealth-building journey.
With a passion for helping people and knowing that financial education is a key driver of individual success, she decided to pivot, becoming a financial coach, a NASAA Series 65 licensed financial advisor, and a CERTIFIED FINANCIAL PLANNER®.
At Plancorp, Yezmin brings an abundance of personal and professional experiences that allow her to enrich the wealth building journey of her clients. She is also bilingual (English/Spanish) and able to address the dinero conversation in Spanish for clients who prefer it.
When she is not at work, Yezmin enjoys taking long walks, meditating, journaling, reading, and gardening. Spending quality time with her family and traveling are among her passions, as well as visiting her native Mexico.
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