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Ted Yoos Hiking

 

 

Theodore R. Yoos, CFP®

Ted Yoos works with individuals and families to transform their financial dreams into reality. 

 

A recognized expert in tax-efficient, globally diversified investment portfolio management, Ted has been asked to speak in numerous forums in Massachusetts.  He has co-hosted “The Money Experts” radio program formerly on WBNW radio, performed “Money Makeovers” for The Boston Globe, participated in online chats at “boston.com”, and been quoted in CFO Magazine and the Boston Herald. Ted has also participated in the Boston Herald/Boston University “Ask the Experts” telephone hotline program.

 

With over twenty years of experience in the financial services industry, Ted has developed expertise in the areas of tax-efficient portfolio management, mutual fund and exchange traded fund research and selection, income tax preparation and planning, managing stock option and restricted stock grants, education savings strategies, retirement planning, and transferring wealth through gift and estate planning. After holding senior positions with several New England financial services firms, Ted founded Cornerstone Financial Management LLC in 2006 to provide independent and objective financial counsel, while upholding a fiduciary standard that treats his client’s interests as preeminent at all times.

 

A graduate of Hamilton College, with a Masters degree from Cornell University, Ted is a Certified Financial Planner™, and a member of the Financial Planning Association (FPA), the American Association of Individual Investors (AAII), Kingdom Advisors, and the Boston Estate Planning Council.

 

In addition to enjoying hiking, bicycling, swimming, and jazz music, Ted is an active member of Hope Christian Church in Winchester, Massachusetts.  Raised in Lexington, Massachusetts, Ted now resides in Waltham.