Adam Yofan
- Role
- Focus Partners
- Location
- Pittsburgh, PA, US
- LinkedIn followers
- 500 followers
Experience
Present
Education
Miami University
BS, Accounting
1984 — 1988
Skills
- Asset Allocation
- Risk Management
- Portfolio Management
- Retirement Planning
- Quantitative Analysis
- Financial Services
- Solution Development
- High Net Worth Individuals
- Asset Managment
- Strategic Financial Planning
- Wealth Management
- Financial Advisory
- Defined Benefit
- Insurance
- 401k
- Investment Management
- Investments
- Wealth Management Services
- Securities
- Estate Planning
- Investment Advisory
- Personal Financial Planning
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