Meet Ronn Yaish, Wealth Advisor, CEO & Founder of Yaish Financial
What’s my story?
I love people. Nothing gives me a stronger dose of that warm, and feel good feeling inside than helping someone and making a difference. Whether I’m at work, family and or community events, I’m ready to get involved.
Let me clear something up right off the bat, while I consider myself a true “doer”, I believe one of my main strength is also that of being an outstanding listener. As an active listener, I have learned that you can intuit just as much and sometimes even more from non-verbal signals.
It’s because of these two dominant character traits that my friends and colleagues like to share, schmooze and confide in me. (It also helps that my wife is a down-to-earth, nicest person you’ll ever meet, psychologist). After an interaction with me, I’d like to hope a confidant feels heard and gains a better, new or more clear perspective of their situation.
What I like to do for FUN?
Wealth Manager, CEO and Founder of Yaish Financial Services, LLC in 2015.
Recent Relevant Work Experience:
Joined Livian & Co., a RIA set up as a multifamily office in 2012 as an MBA summer associate, and continued the relationship beyond the summer to include a rich experience with Livian & Co as an independent contractor.
Ronn worked on a myriad of projects including Macro-Economic Research, revamping the firm’s marketing material, supporting both equity and high-income portfolio managers in their due diligence and fundamental analysis, and assisting the firm in its business development and client acquisition activities. Aside from the formal details/task/job description, the time spent at Livian made a lasting impression on Ronn personally and professionally from the unmatched role models he had an opportunity to learn from, including the CEO, portfolio managers, office staff and board members.
Completed his MBA with a concentration in Finance at Seton Hall University’s Stillman School of Business (2011-2013).
As an MBA student, Ronn co-authored a chapter in the 2012 textbook edition of Practical Strategy – Aligning Business and Information Technology by Rupert A. Hayles. In both of his academic years, Ronn won a prestigious faculty voting competition called Advancing Stillman in 2012 & 2013. In 2013 he was inducted into the Stillman School’s Beta Gamma Sigma honor society recognizing business excellence.
Ronn completed an Investment Trading and Strategies Certification program at the New School University (2008)
Earned his Masters in Education Administration and Supervision, from Loyola University Chicago (2006).
Personal Side of Ronn
Ronn lives in Bergen County NJ with his inspiring wife and fun loving children.
He enjoys learning and teaching Jewish Law, Bible, Jewish Philosophy, personal finance, personal development and leadership. Since 2000, Ronn has presented on these topics formally and informally at schools, cultural and religious community centers, retreats and conferences.
Co-founded Yad B’Yad, a High School leadership program focused on mainstreaming young adults with members of the special needs community over 4 weeks in the summer and special events throughout the year.
Team Captain and runner for Team Friendship of Bergen County NJ, a group that ran in the 2016 Miami Half Marathon & is preparing to run in the 2017 Miami Half Marathon. Team Friendship supports special needs events run by the Friendship Circle organization.
Take Shape For Life Certified Health Coach awarded by Villanova University School of Nursing. Ronn helps clients find evidence based eating plans with the goal of improving their health. www.rnr.tsfl.com
I was a member of the Hatzolah volunteer ambulance corp in NYC.
I am an ordained Rabbi. I have had the privilege of performing weddings, Bar & Bat Mitzvahs, and am trained as a certified Mohel to perform circumcisions. See my website RabbiMohel.com.
Volunteer with various special needs organizations; Camp HASC, National Jewish Council for disabilities, Friendship Circle, synagogues, and Yemenite Jewish Federation of America.
I like to swim, bike and hike. I reside a hop, skip and a jump away from New Jersey’s Palisade State park. There are so many great trails. There is nothing like spending time with family and close friends taking in nature-WITHOUT CELL PHONES.
Yaish Financial’s Robust Wealth Management Team
In keeping with our mission of providing a truly robust, comprehensive and holistic wealth management service, Yaish Financial works with a team of professionals to allow us to be most effective as your Wealth Manager. While we aspire to keep our eye on you and your goals and all that is needed to fulfill them – like identifying opportunities, monitoring your investments, finding solutions that mold to your needs, and updating your financial plan, the team of professionals we have access to allows us to keep to this commitment with the most up to date skills, technology and exceptional client service.
Forum Financial Management, LP Partners
To that end, the establishment of our strategic alliance with Forum Financial Management, LP (Forum) helps us bring you a powerful team approach to your investment experience. Being a part of Forum’s extended network of investment professionals, puts us in the company of Certified Financial Planners™, Certified Public Accountants, insurance professionals and attorneys providing a rich resource for our clients. We have chosen to work with Forum because we are confident that this alliance brings enhanced service levels, combined expertise and leveraging capabilities, cost-effective solutions and back-office support that lets us spend more time with YOU, serving as your investment advisor. The customized asset allocation we provide clients stem from decades of academic research and proven strategies culled from the relationships that we have developed with alliances such as Forum and Dimensional Fund Advisors. Forum provides Yaish Financial and its client’s access to a deep multi-disciplinary roster of high caliber professionals. Forum principals average 25 years experience in one or more aspects of financial management including: investment portfolio design, retirement, estate, insurance, and tax planning. Forum’s portfolio traders oversee $2 billion dollars in client funds.
Connect With Us
Phone (800) 994-9012
1) Location Independent:
Virtual meetings available with clients in any of the United States.
Phone, Skype, Face Time or Google Hangout are preferred virtual means of communication.
2) Client’s Office or Home
3) Physical Address-
83 Lee Place, Suite 201
Bergenfield, New Jersey 07621