Yates Financial Planning, LLC
Business Address
1615 S Congress Avenue, #103
Business City/State/Zip
Delray Beach, FL 33445
Business Phone Number
561-933-9264
Business Website Address
What We Do

Your Financial House Should Remain Sturdy
FEE-ONLY FINANCIAL PLANNING IN DELRAY BEACH & VIRTUALLY THROUGHOUT FLORIDA
I work with clients from all walks of life to transform their personal finances into a source of peace, freedom, and happiness. So wherever you’re starting from in your financial understanding or wealth building, you’re welcome here. Why? I firmly believe everyone should have access to a financial planner who has their best interests in mind as they prepare for their futures.

I’ve been helping clients with investments and retirement planning for over 25 years. As a CERTIFIED FINANCIAL PLANNER™ professional, I bring the knowledge and experience necessary to help you save money, plan ahead to be prepared for unexpected expenses, and avoid costly financial mistakes.

My areas of expertise include investment planning, retirement planning, insurance/risk management planning, college planning, cash flow analysis, tax planning and estate planning. I am also available for financial reviews, a second opinion, and rebalancing as needed.

Please visit my website to schedule a complimentary Introductory Phone Call.

Contact Name
Diana Yates, CFP®

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