Ted Yoos

CFP®, CKA®

Partner, Senior Wealth Manager

Ted has over 30 years of experience in the financial industry. He founded Cornerstone Financial Management LLC in 2006 to treat his clients’ interests as preeminent. Ted works with individuals and families to transform their financial dreams into reality.

Cornerstone FM partner Ted Yoos
Cycling in the Countryside

Experience:

  • Back Bay Financial Group 

  • Tanager Financial Services

  • TFS Financial Advisors LP

  • Tofias Fleishman Shapiro & Co.

  • Connecticut National Bank

Education:

  • B.A. from Hamilton College 

  • M.S. from Cornell University

  • Professional credentials:

    • CERTIFIED FINANCIAL PLANNER™ (CFP)

    • Certified Kingdom Advisor (CKA)

Family

Married and resides in Waltham, MA

Music

Jazz music enthusiast

Outdoors

Loves the National Parks and hiking the White Mountains

Photography

Enjoys breaking out the camera

Faith

Attends Highrock Church in Arlington and Lexington

Sports

Avid cyclist

Jazz Music Player