Professional

Yali has built her practice over the years to be intentionally diverse, bringing her identity as a woman of color and her values of integrity and respect into the financial industry. She tailors her financial planning to each individual client based on their values and priorities, bringing an open mind and a sense of discretion to build trusting partnerships authentically over time.

Yali holds a BA in Psychology from DePaul University and an MA in Education Leadership from the University of Illinois. Her unique background in psychology and financial consulting combined with personal and business planning allows her to think critically and intuitively while coming up with effective solutions.

Seven years of experience in her previous career teaching social sciences has enriched her financial practice. At the crossroads of becoming a principal, Yali discovered her true calling as a financial planner: building long-term relationships to help people live better with control of their finances and their futures.

Yali is constantly participating in conferences as both an attendee and a speaker. She has her Series 6, 63 and other industry education in progress. She has won Financial Advisor of the Year and was ranked 2nd in the Central Region as well as 10th in the firm. 

Learn more about Yali’s financial planning process.

 

Yalitza Brambila

Financial Advisor

 

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