Estelle Yedynak-Rubenstein
Wealth Associate at Versant Capital Management.
- Role
- Wealth Associate at Versant Capital Management, Inc.
- Location
- Phoenix, AZ, US
- LinkedIn followers
- 500 followers
Experience
Wealth Associate
Versant Capital Management, Inc.
Jan 2023 — Present · Phoenix, AZ, US
I am driven to help people, especially with their financial wellbeing. As a member of the wealth management team at Versant Capital Management, I provide support in creating goal driven solutions for multigenerational families, women, and small business owners. We help our clients develop a personal wealth strategy, construct their investment plans, and provide ongoing guidance on how to reach their short- and long-term financial goals. Providing clients peace of mind in their overall financial picture has brought me a true sense of worth in an evolving industry. I find passion in keeping up with an evolving industry, while remaining true to our overall firm values. Fact-finding, data analysis, and tracking client analytics to help with comprehensive planning is just a part of what I do.Best Contact MethodEmail: e•••••••@versantcm.comPhone:(60••••••43
Education
Sant'Anna Institute
Writing, General
2018 — 2018
Ithaca College
Bachelor of Science - BS, Health Care Administration/Management
2016 — 2020
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