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2 advisors near New York, NY
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Yoel L
CFP®
Brooklyn, NY
Guardian Wealth Partners, LLC
Yoel Landau is a CFP® professional with two years of experience at Park Avenue Investment Advisory, LLC and over 19 years at Guardian Life Insurance Company. He is based in Brooklyn, NY. Outside of his advisory role, he dedicates time to the LCRL Family Foundation, a nonprofit organization. Park Avenue Investment Advisory provides fee-based investment advisory and financial planning services to a diverse client base that includes individuals, corporations, trusts, and retirement plan sponsors. The firm manages client assets primarily on a discretionary basis using model portfolios and third-party managers, and offers additional services such as financial planning and business exit consulting.
Yoel F
Series 66
Brooklyn, NY
Guardian Wealth Partners, LLC
Yoel Felberbaum is a financial advisor at Park Avenue Investment Advisory, LLC with 8 years of industry experience. He holds the Series 66 designation and has worked with Park Avenue Securities, LLC since 2017 and Guardian Life Insurance Company of America since 2012. Outside of his advisory role, he is involved in software design consulting and serves on the board of a nonprofit organization, Reprieve. Park Avenue Investment Advisory provides fee-based investment advisory and financial planning services to individuals, corporations, trusts, foundations, endowments, and retirement plan sponsors. The firm manages client assets primarily on a discretionary basis using model portfolios and third-party investment managers through technology platforms, and offers additional services including financial planning and business exit consulting.
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2 advisors near New York, NY
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