Dmitriy Yankelevich

CFP®

CERTIFIED FINANCIAL PLANNER™ professional

My financial services practice is based on a commitment to careful listening, thoughtful analysis, sound strategies, effective implementation, ongoing monitoring, and quality service. My overall goal is to give you the confidence that you have a strong strategy in place for you and those you love. Areas of focus include retirement planning, insurance protection, investment management, education funding, and estate conservation strategies.

I also work with business owners, executives and their employees, providing benefits consulting and programs, succession planning, risk management services, financial literacy programs, and other solutions.

Underscoring everything I do is a deep commitment to providing quality service and support throughout our relationship.

ABOUT DMITRIY

QUALIFICATIONS:

  • Financial Services Industry professional since 2005
  • Holds Series 7, 66, and 24 Securities Registrations
  • CERTIFIED FINANCIAL PLANNER™ professional
    (CFP®) as of 2022
  • Licensed to sell Life and Health Insurance

 

PROFILE:

  • Bachelor of Science in Business Administration
    from Aspen University
  •  B.A. in Communications from Pyatigorsk State
    University
  •  Lives in New Jersey with his wife and 3 children
  • Member of the Glen Rock Chamber of Commerce

 

ABOUT BARNUM FINANCIAL GROUP

Working For the Future You Want

You have dreams of what you want out of life. Maybe it’s a comfortable retirement, or sending your children to college or passing on the family business. Whatever your dreams, Barnum Financial Group will work with you to help you achieve the future you want with strategic financial planning.

I am licensed and registered to offer products and services in NY. Licenses and registrations will vary. Domiciled in NY. CA Insurance Lic # 0J07433

Check the background of this investment professional on FINRA’s BrokerCheck