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Anat Yoder
from Yoder Wealth Management
Anat Yoder is a financial advisor based in California, Walnut Creek,
with 21 years of experience. Anat currently works for
Yoder Wealth Management.
Anat maintains a S66 license (Uniform Combined State Law Examination),
qualifying them as both a securities agent and an investment advisor representative.
This advisor is a SEC regulated
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
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Anat Yoder works at Yoder Wealth Management
Yoder Wealth Management is a financial advisory firm based in Walnut Creek, California. It currently has approximately $247,389,364 of assets under management and employs about 2 people. Yoder Wealth Management uses a fee structure of a percentage of assets under your management, hourly charges and fixed fees.
Certifications and registrations
Uniform Combined State Law Examination (S66)
Years registered
13 years
Fee structure
A percentage of assets under your management, hourly charges and fixed fees
Office location
2033 N Main St., #1060, Walnut Creek, California, 94596
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