Independent Wealth Advisor
Andres Yepes is an Independent Wealth Advisor at Financial Cornerstone Group located in Brevard County. Andres has over 14 years in the Financial Services industry and has held roles in management, investment advisory services and training.
Andres believes in solid fundamental financial planning and investing. From creating budgets with clients to solving complex financial issues, Andres takes an individualized approach with each client. Andres works with different generations of the same family and goes beyond the normal scope to include topics such as taxation, retirement income planning, business advisory, estate planning and philanthropy.
Andres was born and raised in Medellin, Colombia and his family immigrated to Miami, FL in 1998 when Andres was 12 years old. Andres moved to Brevard County in 2005 and he is married to Kerry and together they have four children. Andres has a passion for his family and church, his community and helping clients find inner peace through financial planning.
AREAS OF PRACTICE:
- Business Retirement Planning
- Financial Planning