Yolanda
Waters
CFP®
Here to act in your best interests
About me
I’m passionate about working with families and developing strategies that can help them accomplish their financial and retirement goals. In my spare time, I enjoy spending time with my family and staying active with Pilates, calisthenics, and yoga. I'm proud to volunteer for various charities that serve to help with the health and well-being of women and children in underprivileged communities.
Certifications
CERTIFIED FINANCIAL PLANNER™
Education
Bachelor of Arts, Business Administration - Washington & Jefferson College
Visit one of our Locations
Philadelphia I - Plymouth Meeting
600 W. Germantown Pike
Suite 100
Plymouth Meeting, PA 19462
Philadelphia - Chadds Ford (Appt Only)
225 Wilmington West Chester Pike
Suite 200
Chadds Ford, PA 19317
Phoenix - Virtual Advisors
4742 N. 24th Street
Suite 400
Phoenix, AZ 85016
Working with Us
The further you go in your financial life, the more complex it becomes. That’s why you need a partner who can help you plot a course. Whether you’re accumulating wealth, transitioning into retirement or strengthening your legacy, your financial planner is by your side along the way. From tax planning to estate planning, your planner can also tap into our in-house experts for an extra layer of financial planning insight as well as our client service associates who can provide you with additional resources and support.
Certain services provided on an educational and guidance basis only.
