Yuriy Lavor
Financial Advisor @Edward Jones
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WORK HISTORY
Financial Advisor @Edward Jones
San Francisco, CA, US
At Edward Jones, we ask questions, we listen and we dig deep to understand what is important to you. It\'s how we create a personalized strategy to help you achieve your goals. Our work doesn\'t stop there, though. We\'ll partner with you throughout your life to help keep you on track.
EDUCATION
University of Phoenix
Bachelor of Science, Business Management 4.0
University of California, Berkeley
Certificate in Personal Financial Planning
SKILLS
ABOUT YURIY LAVOR
As a seasoned financial professional, I’ve spent years conducting research about the markets and managing wealth. But what truly inspires me is helping clients achieve their goals.At Edward Jones, I focus on building personalized investment strategies that fit each client’s goals, career stage, and risk tolerance. My approach combines disciplined, research-based planning with clear, straightforward guidance — so clients can make confident decisions about their future.I believe financial advice starts with trust, transparency, and genuine partnership. I take the time to understand what matters most to each client — whether it’s achieving financial independence, preparing for retirement, selling a business or building generational wealth — and guide them every step of the way.As a Bay Area resident for over 25 years, I understand the importance of community and long-term relationships. Outside of work, I enjoy playing chess, reading, and biking around the Bay Area trails — activities that keep me grounded, curious, and focused on continuous growth both personally and professionally.If you’re ready to take a more strategic approach to your finances with an advisor who truly cares about your success, I’d be honored to help you get instructions to opt out of Edward Jones commercial messaging and other important disclosures, see
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