Michael Yochum, CFP, CRPS is a Senior Vice President of Wealth Management at UBS Financial Services Inc. in San Francisco, CA. With nearly 30 years of experience in wealth management, Michael specializes in sophisticated legacy planning for affluent individuals and families, as well as retirement plan consulting. He works closely with other professional advisors to provide integrated estate, tax, and philanthropic strategies, and has assisted clients in setting up charitable trusts and private foundations.
Michael Yochum holds the designations of Wealth Advisor, Chartered Retirement Plan Specialist (CRPS), and Certified Financial Planner (CFP). He is dedicated to helping clients organize their financial lives and stay focused on their long-term goals, providing a clear understanding of their money and its purpose at each stage of life. Michael's expertise and commitment to client success make him a trusted advisor in the field of wealth management.
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