Our goal is to help you take a proactive approach to your personal financial situation. The Yalanis Private Wealth Management Group is dedicated to helping you gain a better understanding of investing, retirement, risk management, estate investment planning, and wealth preservation strategies so that you can make sound financial decisions. We are a close-knit group of educated and trained professionals who enjoy building lasting relationships based on trust and integrity. Learn More
Christopher Yalanis is a CERTIFIED FINANCIAL PLANNERTM. You can feel confident knowing that working with Chris, a CFP® professional, you’re working with someone committed to providing the highest standard of financial services. CFP® professionals are held to strict ethical standards to ensure planning recommendations are in your best interest. A CFP® professional must acquire several years of experience related to delivering financial services to clients and pass the comprehensive CFP® Certification Exam before they can call themselves a CFP® professional.
Christoper Yalanis was named as one of Forbes Best -in-State Wealth Advisors for each year from 2019-2023. The Forbes Best-In-State Wealth Advisors rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.
Christopher Yalanis was named to the Wells Fargo Advisors Platinum Council for the 10th time. He earned this distinction in 2012, 2014-2016 and 2018-2023. By earning the Wells Fargo Advsors Platinum Council distinction for 2023. He is now among a select group of Financial Advisors who have demonstrated an ability to deliver exceptional service to their clients through well thought-out financial solutions. The Platinum Council (previously known as Premier Advisor) distinction is held by a select group of Financial Advisors within Wells Fargo Advisors as measured by completion of educational components, business production based on the past year, and professionalism. Additional criteria, best practices and team structure, may also be used to determine recipients. Read More