| Jeffrey F. Yoakum, CFP® |
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J He helps clients to specify what “financial success” means to them both during their lifetime and beyond. He then develops a personalized financial plan that addresses multi-generational planning as well as day-to-day needs. He enjoys helping his clients make financial and investment decisions that align with their values and achieve their goals. Mr. Yoakum is Director of the Silicon Valley Planned Giving Council and the Incubator Project and is an active member, and former President, of the Financial Planning Forum. Jeff is a member of the Board of Directors of the Community of Music and Arts in Mountain View. Mr. Yoakum earned his Bachelor degree from San Francisco State University. He enjoys reading, playing soccer and running his golden retriever with his son, Oliver. |
effrey F. Yoakum is a Certified Financial Planner and an Executive Vice President with the Lasecke Weil Wealth Advisory Group. Mr. Yoakum has fifteen years experience in the financial services industry and, prior to joining the group, was a financial advisor with Northern Trust and Mellon Financial. His role is to facilitate the development of clients’ financial values and goals. Mr. Yoakum is responsible for providing wealth planning strategies to individuals, families and non-profit organizations.