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.
Experience:
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Back Bay Financial Group
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Tanager Financial Services
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TFS Financial Advisors LP
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Tofias Fleishman Shapiro & Co.
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Connecticut National Bank
Education:
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B.A. from Hamilton College
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M.S. from Cornell University
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Professional credentials:
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CERTIFIED FINANCIAL PLANNER™ (CFP)
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Certified Kingdom Advisor (CKA)
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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
