Yuriy Lavor, Financial Advisor located in San Jose, CA

Financial Advisor
Yuriy Lavor

ChFC®, CEPA®, AAMS®
3031 Tisch Way Suite 50, San Jose, CA 95128opens in a new window
Accepting New Clients
Serving clients with $1,000,000
CallSend Me a Message

Focus Areas

  • Portfolio Reviews
  • Wealth Strategies
  • Employee Stock Options
  • Intergenerational Planning
  • Business Retirement Plans
  • Estate & Legacy Strategies

Financial Advisor Certifications

  • ChFC®

    Chartered Financial Consultant®

  • CEPA®

    Certified Exit Planning Advisor®

  • AAMS®

    Accredited Asset Management Specialist™

Personal Interests

  • Chess
  • Reading
  • Traveling
  • Animal Rescue
  • Health & Nutrition

Team Members

  • Pooja Sahota
    Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:30AM - 05:00PM
Tue 08:30AM - 05:00PM
Wed 08:30AM - 05:00PM
Thu 08:30AM - 05:00PM
Fri 08:30AM - 05:00PM
Sat Closed
Sun Closed

Additional Hours

  • Web Conferencing

Phone

(408) 554-2533

Fax

(844) 810-8992

Office Address

3031 Tisch Way Suite 50
San Jose, CA 95128opens in a new window

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