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Ronn Y
Series 65
Bergenfield, NJ
Yaish Financial
Ronn Yaish is the principal and sole advisor at Yaish Financial, an independent firm based in Bergenfield, NJ. He holds a Series 65 designation and has 10 years of industry experience, including roles at Livian & Co. and his own firm since 2015. Outside of advisory work, he is a licensed life insurance agent and founder of Yaish Media Group, an online business focused on leadership, marketing, and personal finance education. Yaish Financial provides investment advisory and financial planning services to individuals, families, retirement plans, trusts, and small institutional clients. The firm manages approximately $15.9 million across about 47 client relationships, utilizing diversified, passive asset-class model portfolios primarily invested in DFA institutional mutual funds, and offers pension consulting and Qualified Plan services including discretionary fiduciary responsibilities.
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