Meet the team
Al Yambor
CFP®, CEPA®
Senior Director, Wealth Advisor
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About Al
As an advisor on Sequoia’s Family Wealth team, I help high-net-worth individuals, families, and multi-generational family businesses ease the complexities of wealth and align their priorities and values to achieve their financial goals. I enjoy working with clients to build deep, personal, and enduring relationships while focusing on their unique aspirations and challenges along the way.
My goal is to always prioritize what matters most to my clients and to earn their trust as an advisor. I leverage my 15 years of experience in the industry to assist families in defining themselves beyond their finances, while also making it easier to navigate their wealth and achieve peace of mind.
CFP Board owns the marks CFP® in the U.S.
CFP Board owns the marks CERTIFIED FINANCIAL PLANNER™ in the U.S.
Up Close
- Enjoys spending time with family and friends, fitness, and cooking
- Loves to cheer on the Cleveland Browns
- Joined Sequoia in 2019
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Al Yambor,CFP®, CEPA®
Senior Director, Wealth Advisor
Stubbornly High Inflation Weighs on Stocks and Bonds